EP Wealth Advisors
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EP Wealth Advisors’s Texas Community Bancshares TCBS Stock Holding History

EP Wealth Advisors’s Portfolio TCBS Stock Details TCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-52,677
Closed -$927K – 1865
2026
Q2 		$927K Hold
52,677
– – ﹤0.01% 775
2026
Q1 		$922K Buy
+52,677
New +$893K ﹤0.01% 661

Other funds holding TCBS

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Oppenheimer & Close
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Fourthstone LLC
Fourthstone LLC St Louis, Missouri $420M AUM 28.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EP Wealth Advisors's TCBS Position: Q3 2026 in Review

EP Wealth Advisors sold out of Texas Community Bancshares (TCBS) in Q3 2026, closing a stake of 52,677 shares — an estimated $927K sold.

EP Wealth Advisors first reported a position in TCBS in Q1 2026 and held it in 2 quarters. The position peaked at $927K in Q2 2026. 13 funds tracked by Wall St. Rank hold TCBS as of Q3 2026.

  • EP Wealth Advisors reported no remaining Texas Community Bancshares position as of Q3 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 52,677 Texas Community Bancshares shares in Q3 2026, an estimated $927K.
  • EP Wealth Advisors first reported a position in Texas Community Bancshares in Q1 2026 and held it in 2 quarters.
  • EP Wealth Advisors's Texas Community Bancshares position peaked at $927K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Texas Community Bancshares as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.