Capital Advisors Inc’s Texas Capital Bancshares TCBI Stock Holding History

Capital Advisors Inc’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	$210K	Buy	+2,030	New	+$204K	﹤0.01%	353
2019 Q4	–	Sell	-7,500	Closed	-$460K	–	200
2019 Q3	$460K	Hold	7,500	–	–	0.02%	137
2019 Q2	$460K	Buy	+7,500	New	+$456K	0.02%	137
2019 Q1	–	Sell	-15,000	Closed	-$766K	–	177
2018 Q4	$766K	Hold	15,000	–	–	0.05%	119
2018 Q3	$1.24M	Hold	15,000	–	–	0.07%	115
2018 Q2	$1.37M	Hold	15,000	–	–	0.08%	115
2018 Q1	$1.35M	Hold	15,000	–	–	0.08%	120
2017 Q4	$1.33M	Hold	15,000	–	–	0.08%	121
2017 Q3	$1.29M	Hold	15,000	–	–	0.08%	119
2017 Q2	$1.16M	Sell	15,000 -500	-3%	-$38.5K	0.07%	118
2017 Q1	$1.29M	Sell	15,500 -500	-3%	-$41.9K	0.08%	105
2016 Q4	$1.25M	Sell	16,000 -1,000	-6%	-$67.5K	0.09%	105
2016 Q3	$934K	Hold	17,000	–	–	0.14%	70
2016 Q2	$795K	Hold	17,000	–	–	0.12%	80
2016 Q1	$652K	Hold	17,000	–	–	0.11%	84
2015 Q4	$840K	Hold	17,000	–	–	0.15%	75
2015 Q3	$891K	Hold	17,000	–	–	0.16%	72
2015 Q2	$1.06M	Hold	17,000	–	–	0.18%	66
2015 Q1	$827K	Hold	17,000	–	–	0.1%	78
2014 Q4	$924K	Hold	17,000	–	–	0.17%	70
2014 Q3	$981K	Sell	17,000 -1,200	-7%	-$64.7K	0.2%	66
2014 Q2	$982K	Hold	18,200	–	–	0.19%	69
2014 Q1	$1.18M	Hold	18,200	–	–	0.26%	62
2013 Q4	$1.13M	Hold	18,200	–	–	0.25%	63
2013 Q3	$835K	Hold	18,200	–	–	0.2%	66
2013 Q2	$807K	Buy	+18,200	New	+$777K	0.22%	62

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Advisors Inc's TCBI Position: Q2 2026 in Review

Capital Advisors Inc opened a new position in Texas Capital Bancshares (TCBI) in Q2 2026: 2,030 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #353 among its holdings. This is a return to the name: Capital Advisors Inc previously reported a position in TCBI as recently as Q3 2019.

Capital Advisors Inc first reported a position in TCBI in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.37M in Q2 2018. 373 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

Capital Advisors Inc held 2,030 shares of Texas Capital Bancshares worth $210K as of Q2 2026.
Texas Capital Bancshares was a new Capital Advisors Inc position in Q2 2026.
Texas Capital Bancshares made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #353 holding.
Capital Advisors Inc first reported a position in Texas Capital Bancshares in Q2 2013 and has held it in 26 quarters since.
Capital Advisors Inc's Texas Capital Bancshares position peaked at $1.37M in Q2 2018.
373 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.