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Evolve Private Wealth’s Texas Capital Bancshares TCBI Stock Holding History

Evolve Private Wealth’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 		$497K Sell
4,809
-1,178
-20% -$118K 0.03% 520
2026
Q1 		$568K Buy
5,987
+98
+2% +$9.56K 0.03% 524
2025
Q4 		$533K Buy
+5,889
New +$517K 0.03% 511

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

Evolve Private Wealth's TCBI Position: Q2 2026 in Review

Evolve Private Wealth reduced its Texas Capital Bancshares (TCBI) stake by 20% in Q2 2026, selling an estimated $118K and leaving 4,809 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #520.

Evolve Private Wealth first reported a position in TCBI in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q1 2026. 373 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Evolve Private Wealth held 4,809 shares of Texas Capital Bancshares worth $497K as of Q2 2026.
  • Evolve Private Wealth sold 1,178 Texas Capital Bancshares shares in Q2 2026, an estimated $118K.
  • Texas Capital Bancshares made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #520 holding.
  • Evolve Private Wealth first reported a position in Texas Capital Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Texas Capital Bancshares position peaked at $568K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

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