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Bay Harbor Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Bay Harbor 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
2026
Q2 		$1.24K Hold
12
– – ﹤0.01% 783
2026
Q1 		$1.14K Buy
12
+6
+100% +$585 ﹤0.01% 720
2025
Q4 		$543 Buy
6
+3
+100% +$263 ﹤0.01% 828
2025
Q3 		$253 Buy
3
+1
+50% +$85 ﹤0.01% 972
2025
Q2 		$158 Hold
2
– – ﹤0.01% 1000
2025
Q1 		$149 Buy
+2
New +$155 ﹤0.01% 779

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bay Harbor Wealth Management's TCBI Position: Q2 2026 in Review

Bay Harbor Wealth Management held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 12 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Bay Harbor Wealth Management first reported a position in TCBI in Q1 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Bay Harbor Wealth Management held 12 shares of Texas Capital Bancshares worth $1.24K as of Q2 2026.
  • Bay Harbor Wealth Management left its Texas Capital Bancshares share count unchanged in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #783 holding.
  • Bay Harbor Wealth Management first reported a position in Texas Capital Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.