AWM
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Avior Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Avior Wealth Management’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-631
Closed -$49.3K – 2155
2024
Q4 		$49.3K Sell
631
-7
-1% -$567 ﹤0.01% 1156
2024
Q3 		$45.6K Hold
638
– – ﹤0.01% 1151
2024
Q2 		$39K Buy
638
+107
+20% +$6.32K ﹤0.01% 1191
2024
Q1 		$32.7K Buy
+531
New +$32.2K ﹤0.01% 1398

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Avior Wealth Management's TCBI Position: Q1 2025 in Review

Avior Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q1 2025, closing a stake of 631 shares — an estimated $49.3K sold.

Avior Wealth Management first reported a position in TCBI in Q1 2024 and held it in 4 quarters. The position peaked at $49.3K in Q4 2024. 304 funds tracked by Wall St. Rank hold TCBI as of Q1 2025.

  • Avior Wealth Management reported no remaining Texas Capital Bancshares position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 631 Texas Capital Bancshares shares in Q1 2025, an estimated $49.3K.
  • Avior Wealth Management first reported a position in Texas Capital Bancshares in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Texas Capital Bancshares position peaked at $49.3K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.