DiNuzzo Private Wealth’s Texas Capital Bancshares TCBI Stock Holding History

DiNuzzo Private Wealth’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	$1.12K	Hold	12	–	–	﹤0.01%	848
2026 Q2	$1.24K	Hold	12	–	–	﹤0.01%	831
2026 Q1	$1.14K	Hold	12	–	–	﹤0.01%	835
2025 Q4	$1.09K	Hold	12	–	–	﹤0.01%	853
2025 Q3	$1.04K	Hold	12	–	–	﹤0.01%	868
2025 Q2	$953	Hold	12	–	–	﹤0.01%	869
2025 Q1	$897	Hold	12	–	–	﹤0.01%	863
2024 Q4	$939	Hold	12	–	–	﹤0.01%	872
2024 Q3	$858	Buy	12 +1	+9%	+$65	﹤0.01%	915
2024 Q2	$673	Hold	11	–	–	﹤0.01%	936
2024 Q1	$678	Buy	11 +2	+22%	+$121	﹤0.01%	877
2023 Q4	$582	Buy	+9	New	+$518	﹤0.01%	927

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

DiNuzzo Private Wealth's TCBI Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Texas Capital Bancshares (TCBI) position steady in Q3 2026 at 12 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

DiNuzzo Private Wealth first reported a position in TCBI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.24K in Q2 2026. 64 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

DiNuzzo Private Wealth held 12 shares of Texas Capital Bancshares worth $1.12K as of Q3 2026.
DiNuzzo Private Wealth left its Texas Capital Bancshares share count unchanged in Q3 2026.
Texas Capital Bancshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #848 holding.
DiNuzzo Private Wealth first reported a position in Texas Capital Bancshares in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Texas Capital Bancshares position peaked at $1.24K in Q2 2026.
64 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.