Cerity Partners
TCBI icon

Cerity Partners’s Texas Capital Bancshares TCBI Stock Holding History

Cerity Partners’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 		$4.29M Sell
45,262
-29,857
-40% -$2.91M 0.01% 1083
2025
Q4 		$6.8M Buy
75,119
+35,299
+89% +$3.1M 0.01% 807
2025
Q3 		$3.37M Buy
39,820
+15,035
+61% +$1.28M 0.01% 1049
2025
Q2 		$1.97M Buy
24,785
+14,204
+134% +$1.02M ﹤0.01% 1226
2025
Q1 		$790K Buy
10,581
+6,805
+180% +$529K ﹤0.01% 1538
2024
Q4 		$282K Sell
3,776
-338
-8% -$27.4K ﹤0.01% 2064
2024
Q3 		$294K Buy
+4,114
New +$269K ﹤0.01% 2081
2019
Q2 		– Sell
-5,211
Closed -$284K – 580
2019
Q1 		$284K Sell
5,211
-12,626
-71% -$732K 0.02% 436
2018
Q4 		$911K Sell
17,837
-9,528
-35% -$601K 0.06% 239
2018
Q3 		$2.26M Buy
27,365
+298
+1% +$27K 0.16% 146
2018
Q2 		$2.48M Sell
27,067
-2,384
-8% -$231K 0.18% 131
2018
Q1 		$2.65M Sell
29,451
-415
-1% -$38.9K 0.2% 127
2017
Q4 		$2.65M Buy
29,866
+155
+0.5% +$13.4K 0.18% 126
2017
Q3 		$2.55M Buy
+29,711
New +$2.31M 0.18% 128
2017
Q2 		– Sell
-23,255
Closed -$1.94M – 430
2017
Q1 		$1.94M Buy
+23,255
New +$1.95M 0.16% 124

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cerity Partners's TCBI Position: Q1 2026 in Review

Cerity Partners reduced its Texas Capital Bancshares (TCBI) stake by 40% in Q1 2026, selling an estimated $2.91M and leaving 45,262 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #1083.

Cerity Partners first reported a position in TCBI in Q1 2017 and has held it in 15 quarters since. The position peaked at $6.8M in Q4 2025. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Cerity Partners held 45,262 shares of Texas Capital Bancshares worth $4.29M as of Q1 2026.
  • Cerity Partners sold 29,857 Texas Capital Bancshares shares in Q1 2026, an estimated $2.91M.
  • Texas Capital Bancshares made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1083 holding.
  • Cerity Partners first reported a position in Texas Capital Bancshares in Q1 2017 and has held it in 15 quarters since.
  • Cerity Partners's Texas Capital Bancshares position peaked at $6.8M in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.