Congress Asset Management’s Texas Capital Bancshares TCBI Stock Holding History

Congress Asset Management’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	$8.73M	Buy	93,803 +16,790	+22%	+$1.67M	0.06%	236
2026 Q2	$7.95M	Buy	77,013 +775	+1%	+$77.7K	0.05%	234
2026 Q1	$7.23M	Buy	76,238 +17,754	+30%	+$1.73M	0.05%	230
2025 Q4	$5.3M	Sell	58,484 -3,163	-5%	-$278K	0.04%	234
2025 Q3	$5.21M	Sell	61,647 -233	-0.4%	-$19.9K	0.03%	231
2025 Q2	$4.91M	Buy	61,880 +64	+0.1%	+$4.59K	0.03%	234
2025 Q1	$4.62M	Buy	+61,816	New	+$4.8M	0.03%	230

Other funds holding TCBI

WCM

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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 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

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Congress Asset Management's TCBI Position: Q3 2026 in Review

Congress Asset Management increased its Texas Capital Bancshares (TCBI) stake by 22% in Q3 2026, buying an estimated $1.67M and bringing the position to 93,803 shares worth $8.73M. The position accounts for 0.06% of the portfolio, ranked #236.

Congress Asset Management first reported a position in TCBI in Q1 2025 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Congress Asset Management held 93,803 shares of Texas Capital Bancshares worth $8.73M as of Q3 2026.
Congress Asset Management bought 16,790 Texas Capital Bancshares shares in Q3 2026, an estimated $1.67M.
Texas Capital Bancshares made up 0.06% of Congress Asset Management's portfolio in Q3 2026, its #236 holding.
Congress Asset Management first reported a position in Texas Capital Bancshares in Q1 2025 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.