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Edgestream Partners’s Texas Capital Bancshares TCBI Stock Holding History

Edgestream Partners’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 		$1.27M Sell
12,272
-58,241
-83% -$5.84M 0.04% 620
2026
Q1 		$6.69M Buy
+70,513
New +$6.88M 0.22% 145
2025
Q4 		– Sell
-46,615
Closed -$3.94M – 1139
2025
Q3 		$3.94M Sell
46,615
-75,673
-62% -$6.47M 0.12% 333
2025
Q2 		$9.71M Sell
122,288
-8,851
-7% -$634K 0.27% 78
2025
Q1 		$9.8M Buy
131,139
+29,341
+29% +$2.28M 0.33% 40
2024
Q4 		$7.96M Buy
101,798
+60,918
+149% +$4.94M 0.34% 36
2024
Q3 		$2.92M Buy
+40,880
New +$2.68M 0.13% 286
2024
Q2 		– Sell
-88,165
Closed -$5.43M – 1028
2024
Q1 		$5.43M Buy
88,165
+62,079
+238% +$3.76M 0.27% 88
2023
Q4 		$1.69M Buy
+26,086
New +$1.5M 0.12% 285
2022
Q1 		– Sell
-8,737
Closed -$526K – 629
2021
Q4 		$526K Sell
8,737
-24,326
-74% -$1.47M 0.03% 389
2021
Q3 		$1.98M Sell
33,063
-51,048
-61% -$3.18M 0.12% 239
2021
Q2 		$5.34M Buy
+84,111
New +$5.67M 0.31% 107

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

Edgestream Partners's TCBI Position: Q2 2026 in Review

Edgestream Partners reduced its Texas Capital Bancshares (TCBI) stake by 83% in Q2 2026, selling an estimated $5.84M and leaving 12,272 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #620.

Edgestream Partners first reported a position in TCBI in Q2 2021 and has held it in 12 quarters since. The position peaked at $9.8M in Q1 2025. 373 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Edgestream Partners held 12,272 shares of Texas Capital Bancshares worth $1.27M as of Q2 2026.
  • Edgestream Partners sold 58,241 Texas Capital Bancshares shares in Q2 2026, an estimated $5.84M.
  • Texas Capital Bancshares made up 0.04% of Edgestream Partners's portfolio in Q2 2026, its #620 holding.
  • Edgestream Partners first reported a position in Texas Capital Bancshares in Q2 2021 and has held it in 12 quarters since.
  • Edgestream Partners's Texas Capital Bancshares position peaked at $9.8M in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.