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Clearstead Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Clearstead 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
Q2 		$28K Buy
271
+261
+2,610% +$26.2K ﹤0.01% 1691
2026
Q1 		$949 Sell
10
-165
-94% -$16.1K ﹤0.01% 2050
2025
Q4 		$15.8K Sell
175
-87
-33% -$7.64K ﹤0.01% 1779
2025
Q3 		$22.1K Buy
262
+221
+539% +$18.9K ﹤0.01% 1603
2025
Q2 		$3.26K Buy
41
+30
+273% +$2.15K ﹤0.01% 2220
2025
Q1 		$822 Buy
+11
New +$855 ﹤0.01% 2012

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 $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clearstead Advisors's TCBI Position: Q2 2026 in Review

Clearstead Advisors increased its Texas Capital Bancshares (TCBI) stake by 2,610% in Q2 2026, buying an estimated $26.2K and bringing the position to 271 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Clearstead Advisors first reported a position in TCBI in Q1 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Clearstead Advisors held 271 shares of Texas Capital Bancshares worth $28K as of Q2 2026.
  • Clearstead Advisors bought 261 Texas Capital Bancshares shares in Q2 2026, an estimated $26.2K.
  • Texas Capital Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1691 holding.
  • Clearstead Advisors first reported a position in Texas Capital Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.