EWA
TCBI icon

EverSource Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

EverSource Wealth Advisors’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 		$143K Buy
1,504
+189
+14% +$18.4K ﹤0.01% 1235
2025
Q4 		$119K Buy
1,315
+242
+23% +$21.2K ﹤0.01% 1221
2025
Q3 		$90.7K Buy
1,073
+327
+44% +$27.9K ﹤0.01% 1339
2025
Q2 		$59.2K Buy
746
+611
+453% +$43.8K ﹤0.01% 1509
2025
Q1 		$10.1K Buy
135
+121
+864% +$9.4K ﹤0.01% 2107
2024
Q4 		$1.09K Buy
+14
New +$1.13K ﹤0.01% 2932
2023
Q1 		– Sell
-21
Closed -$1.27K – 2525
2022
Q4 		$1.27K Hold
21
– – ﹤0.01% 2032
2022
Q3 		$1K Buy
+21
New +$1.24K ﹤0.01% 1893

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Dimensional Fund Advisors
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AQR Capital Management
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State Street
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VPM
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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