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Bleakley Financial Group’s Texas Capital Bancshares TCBI Stock Holding History

Bleakley Financial Group’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
-2,739
Closed -$214K – 935
2024
Q4 		$214K Buy
+2,739
New +$222K 0.01% 931

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State Street
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NRCM
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AllianceBernstein
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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
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Bleakley Financial Group's TCBI Position: Q1 2025 in Review

Bleakley Financial Group sold out of Texas Capital Bancshares (TCBI) in Q1 2025, closing a stake of 2,739 shares — an estimated $214K sold.

Bleakley Financial Group first reported a position in TCBI in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 304 funds tracked by Wall St. Rank hold TCBI as of Q1 2025.

  • Bleakley Financial Group reported no remaining Texas Capital Bancshares position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,739 Texas Capital Bancshares shares in Q1 2025, an estimated $214K.
  • Bleakley Financial Group first reported a position in Texas Capital Bancshares in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Texas Capital Bancshares position peaked at $214K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.