Bayforest Capital’s Texas Capital Bancshares TCBI Stock Holding History

Bayforest Capital’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 Q3	$91.5K	Buy	+984	New	+$97.7K	0.14%	296
2026 Q2	–	Sell	-1,154	Closed	-$109K	–	1197
2026 Q1	$109K	Sell	1,154 -2,887	-71%	-$282K	0.12%	327
2025 Q4	$366K	Buy	4,041 +607	+18%	+$53.3K	0.27%	83
2025 Q3	$290K	Sell	3,434 -3,100	-47%	-$265K	0.14%	299
2025 Q2	$519K	Buy	6,534 +4,225	+183%	+$303K	0.23%	168
2025 Q1	$172K	Buy	2,309 +948	+70%	+$73.7K	0.08%	415
2024 Q4	$106K	Buy	+1,361	New	+$110K	0.13%	303

Other funds holding TCBI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bayforest Capital's TCBI Position: Q3 2026 in Review

Bayforest Capital opened a new position in Texas Capital Bancshares (TCBI) in Q3 2026: 984 shares worth $91.5K. The stake represents 0.14% of the portfolio and ranks #296 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in TCBI as recently as Q1 2026.

Bayforest Capital first reported a position in TCBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $519K in Q2 2025. 145 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Bayforest Capital held 984 shares of Texas Capital Bancshares worth $91.5K as of Q3 2026.
Texas Capital Bancshares was a new Bayforest Capital position in Q3 2026.
Texas Capital Bancshares made up 0.14% of Bayforest Capital's portfolio in Q3 2026, its #296 holding.
Bayforest Capital first reported a position in Texas Capital Bancshares in Q4 2024 and has held it in 7 quarters since.
Bayforest Capital's Texas Capital Bancshares position peaked at $519K in Q2 2025.
145 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.