Creative Planning
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Creative Planning’s Texas Capital Bancshares TCBI Stock Holding History

Creative Planning’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 		$2.34M Buy
24,617
+4,238
+21% +$413K ﹤0.01% 1778
2025
Q4 		$1.85M Buy
20,379
+5,717
+39% +$502K ﹤0.01% 1783
2025
Q3 		$1.24M Buy
14,662
+5,853
+66% +$500K ﹤0.01% 1920
2025
Q2 		$699K Buy
8,809
+817
+10% +$58.6K ﹤0.01% 2156
2025
Q1 		$597K Buy
7,992
+2,040
+34% +$159K ﹤0.01% 2131
2024
Q4 		$465K Sell
5,952
-212
-3% -$17.2K ﹤0.01% 2294
2024
Q3 		$440K Buy
+6,164
New +$403K ﹤0.01% 2212
2017
Q3 		– Sell
-200
Closed -$15K – 3515
2017
Q2 		$15K Buy
200
+90
+82% +$6.93K ﹤0.01% 3375
2017
Q1 		$9K Buy
+110
New +$9.22K ﹤0.01% 3668
2016
Q3 		– Sell
-50
Closed -$2K – 4726
2016
Q2 		$2K Buy
+50
New +$2.24K ﹤0.01% 4052
2015
Q2 		– Sell
-1,200
Closed -$58K – 2806
2015
Q1 		$58K Buy
1,200
+682
+132% +$32.2K ﹤0.01% 1930
2014
Q4 		$28K Buy
518
+458
+763% +$26K ﹤0.01% 2412
2014
Q3 		$3K Buy
+60
New +$3.23K ﹤0.01% 3539

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

Creative Planning's TCBI Position: Q1 2026 in Review

Creative Planning increased its Texas Capital Bancshares (TCBI) stake by 21% in Q1 2026, buying an estimated $413K and bringing the position to 24,617 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Creative Planning first reported a position in TCBI in Q3 2014 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Creative Planning held 24,617 shares of Texas Capital Bancshares worth $2.34M as of Q1 2026.
  • Creative Planning bought 4,238 Texas Capital Bancshares shares in Q1 2026, an estimated $413K.
  • Texas Capital Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1778 holding.
  • Creative Planning first reported a position in Texas Capital Bancshares in Q3 2014 and has held it in 13 quarters since.
  • 338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.