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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
Q2 		$126K Sell
1,220
-284
-19% -$28.5K ﹤0.01% 1258
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

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

EverSource Wealth Advisors's TCBI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Texas Capital Bancshares (TCBI) stake by 19% in Q2 2026, selling an estimated $28.5K and leaving 1,220 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

EverSource Wealth Advisors first reported a position in TCBI in Q3 2022 and has held it in 9 quarters since. The position peaked at $143K in Q1 2026. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • EverSource Wealth Advisors held 1,220 shares of Texas Capital Bancshares worth $126K as of Q2 2026.
  • EverSource Wealth Advisors sold 284 Texas Capital Bancshares shares in Q2 2026, an estimated $28.5K.
  • Texas Capital Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1258 holding.
  • EverSource Wealth Advisors first reported a position in Texas Capital Bancshares in Q3 2022 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Texas Capital Bancshares position peaked at $143K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.