Cantor Fitzgerald Investment Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Cantor Fitzgerald Investment Advisors’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	–	Sell	-2,900	Closed	-$299K	–	186
2026 Q2	$299K	Sell	2,900 -2,300	-44%	-$231K	0.02%	170
2026 Q1	$493K	Hold	5,200	–	–	0.04%	150
2025 Q4	$471K	Hold	5,200	–	–	0.03%	152
2025 Q3	$440K	Hold	5,200	–	–	0.03%	159
2025 Q2	$413K	Hold	5,200	–	–	0.03%	159
2025 Q1	$388K	Hold	5,200	–	–	0.03%	157
2024 Q4	$407K	Hold	5,200	–	–	0.03%	157
2024 Q3	$372K	Sell	5,200 -1,000	-16%	-$65.4K	0.03%	166
2024 Q2	$379K	Sell	6,200 -5,000	-45%	-$295K	0.03%	135
2024 Q1	$689K	Hold	11,200	–	–	0.05%	122
2023 Q4	$724K	Buy	+11,200	New	+$645K	0.06%	119

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's TCBI Position: Q3 2026 in Review

Cantor Fitzgerald Investment Advisors sold out of Texas Capital Bancshares (TCBI) in Q3 2026, closing a stake of 2,900 shares — an estimated $299K sold.

Cantor Fitzgerald Investment Advisors first reported a position in TCBI in Q4 2023 and held it in 11 quarters. The position peaked at $724K in Q4 2023. 28 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Cantor Fitzgerald Investment Advisors reported no remaining Texas Capital Bancshares position as of Q3 2026 after selling out during the quarter.
Cantor Fitzgerald Investment Advisors sold 2,900 Texas Capital Bancshares shares in Q3 2026, an estimated $299K.
Cantor Fitzgerald Investment Advisors first reported a position in Texas Capital Bancshares in Q4 2023 and held it in 11 quarters.
Cantor Fitzgerald Investment Advisors's Texas Capital Bancshares position peaked at $724K in Q4 2023.
28 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.