EWA
TCBS icon

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
Q2 		$927K Hold
52,677
– – ﹤0.01% 775
2026
Q1 		$922K Buy
+52,677
New +$893K ﹤0.01% 661

Other funds holding TCBS

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EP Wealth Advisors's TCBS Position: Q2 2026 in Review

EP Wealth Advisors held its Texas Community Bancshares (TCBS) position steady in Q2 2026 at 52,677 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

EP Wealth Advisors first reported a position in TCBS in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold TCBS as of Q2 2026.

  • EP Wealth Advisors held 52,677 shares of Texas Community Bancshares worth $927K as of Q2 2026.
  • EP Wealth Advisors left its Texas Community Bancshares share count unchanged in Q2 2026.
  • Texas Community Bancshares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #775 holding.
  • EP Wealth Advisors first reported a position in Texas Community Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Texas Community Bancshares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.