Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Texas Capital Bancshares TCBI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.15M Buy
22,685
+1,066
+5% +$104K 0.01% 1167
2025
Q4 		$1.96M Sell
21,619
-290
-1% -$25.5K 0.01% 1162
2025
Q3 		$1.85M Buy
21,909
+12,971
+145% +$1.11M 0.01% 1120
2025
Q2 		$710K Sell
8,938
-1,405
-14% -$101K ﹤0.01% 1428
2025
Q1 		$773K Buy
10,343
+8,357
+421% +$650K ﹤0.01% 1283
2024
Q4 		$155K Buy
1,986
+375
+23% +$30.4K ﹤0.01% 1997
2024
Q3 		$115K Buy
1,611
+662
+70% +$43.3K ﹤0.01% 2120
2024
Q2 		$58K Buy
949
+275
+41% +$16.2K ﹤0.01% 2376
2024
Q1 		$41K Buy
674
+546
+427% +$33.1K ﹤0.01% 2434
2023
Q4 		$8K Buy
128
+99
+341% +$5.7K ﹤0.01% 3311
2023
Q3 		$2K Hold
29
– – ﹤0.01% 3867
2023
Q2 		$1K Sell
29
-466
-94% -$23.2K ﹤0.01% 4073
2023
Q1 		$24K Buy
495
+172
+53% +$10.6K ﹤0.01% 2381
2022
Q4 		$19K Sell
323
-52
-14% -$3.07K ﹤0.01% 2424
2022
Q3 		$22K Buy
375
+66
+21% +$3.91K ﹤0.01% 2173
2022
Q2 		$16K Buy
309
+281
+1,004% +$15.1K ﹤0.01% 2279
2022
Q1 		$2K Sell
28
-4
-13% -$256 ﹤0.01% 3227
2021
Q4 		$2K Buy
+32
New +$1.93K ﹤0.01% 3179
2021
Q2 		$35K Hold
555
– – ﹤0.01% 1556
2021
Q1 		$35K Hold
555
– – ﹤0.01% 1556
2020
Q4 		$35K Hold
555
– – ﹤0.01% 1556
2020
Q3 		$35K Hold
555
– – ﹤0.01% 1556
2020
Q2 		$35K Hold
555
– – ﹤0.01% 1556
2020
Q1 		$35K Hold
555
– – ﹤0.01% 1555
2019
Q4 		$35K Hold
555
– – ﹤0.01% 1555
2019
Q3 		$35K Hold
555
– – ﹤0.01% 1555
2019
Q2 		$35K Hold
555
– – ﹤0.01% 1555
2019
Q1 		$35K Buy
+555
New +$32.2K ﹤0.01% 1555

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 $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCBI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Texas Capital Bancshares (TCBI) stake by 4.9% in Q1 2026, buying an estimated $104K and bringing the position to 22,685 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #1167.

Carson Wealth (CWM LLC) first reported a position in TCBI in Q1 2019 and has held it in 28 quarters since. 340 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,685 shares of Texas Capital Bancshares worth $2.15M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,066 Texas Capital Bancshares shares in Q1 2026, an estimated $104K.
  • Texas Capital Bancshares made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1167 holding.
  • Carson Wealth (CWM LLC) first reported a position in Texas Capital Bancshares in Q1 2019 and has held it in 28 quarters since.
  • 340 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.