Covestor
TCBI icon

Covestor’s Texas Capital Bancshares TCBI Stock Holding History

Covestor’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 		$9K Buy
95
+86
+956% +$8.54K 0.01% 1584
2026
Q2 		$1K Buy
9
+7
+350% +$702 ﹤0.01% 2341
2026
Q1 		$0 Hold
2
– – ﹤0.01% 2756
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2725
2025
Q3 		$0 Hold
2
– – ﹤0.01% 2760
2025
Q2 		$0 Sell
2
-1
-33% -$72 ﹤0.01% 2745
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2717
2024
Q4 		$0 Buy
3
+1
+50% +$81 ﹤0.01% 2729
2024
Q3 		$0 Sell
2
-1
-33% -$65 ﹤0.01% 2753
2024
Q2 		$0 Sell
3
-187
-98% -$11K ﹤0.01% 2741
2024
Q1 		$12K Sell
190
-550
-74% -$33.3K 0.01% 1474
2023
Q4 		$48K Buy
740
+292
+65% +$16.8K 0.03% 876
2023
Q3 		$26K Sell
448
-570
-56% -$34.5K 0.02% 1026
2023
Q2 		$52K Buy
1,018
+1,014
+25,350% +$50.6K 0.04% 766
2023
Q1 		$0 Hold
4
– – ﹤0.01% 2576
2022
Q4 		$0 Sell
4
-120
-97% -$7.09K ﹤0.01% 2597
2022
Q3 		$7K Buy
124
+115
+1,278% +$6.81K 0.01% 1412
2022
Q2 		$1K Sell
9
-2
-18% -$107 ﹤0.01% 1801
2022
Q1 		$1K Sell
11
-2
-15% -$128 ﹤0.01% 1957
2021
Q4 		$1K Buy
+13
New +$784 ﹤0.01% 1950

Other funds holding TCBI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Covestor's TCBI Position: Q3 2026 in Review

Covestor increased its Texas Capital Bancshares (TCBI) stake by 956% in Q3 2026, buying an estimated $8.54K and bringing the position to 95 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1584.

Covestor first reported a position in TCBI in Q4 2021 and has held it in 20 quarters since. The position peaked at $52K in Q2 2023. 77 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

  • Covestor held 95 shares of Texas Capital Bancshares worth $9K as of Q3 2026.
  • Covestor bought 86 Texas Capital Bancshares shares in Q3 2026, an estimated $8.54K.
  • Texas Capital Bancshares made up 0.01% of Covestor's portfolio in Q3 2026, its #1584 holding.
  • Covestor first reported a position in Texas Capital Bancshares in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Texas Capital Bancshares position peaked at $52K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.