Farther Finance Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Farther Finance 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 Q3	$54.2K	Buy	583 +134	+30%	+$13.3K	﹤0.01%	3344
2026 Q2	$46.3K	Buy	449 +29	+7%	+$2.91K	﹤0.01%	3299
2026 Q1	$40.2K	Buy	420 +94	+29%	+$9.17K	﹤0.01%	3150
2025 Q4	$29.5K	Buy	326 +304	+1,382%	+$26.7K	﹤0.01%	3161
2025 Q3	$1.86K	Buy	22 +6	+38%	+$513	﹤0.01%	4162
2025 Q2	$1.27K	Buy	16 +2	+14%	+$143	﹤0.01%	3842
2025 Q1	$1.04K	Hold	14	–	–	﹤0.01%	3602
2024 Q4	$1.09K	Hold	14	–	–	﹤0.01%	3218
2024 Q3	$998	Sell	14 -12	-46%	-$785	﹤0.01%	3248
2024 Q2	$1.58K	Buy	26 +15	+136%	+$886	﹤0.01%	2888
2024 Q1	$655	Hold	11	–	–	﹤0.01%	2933
2023 Q4	$711	Buy	11 +5	+83%	+$288	﹤0.01%	2852
2023 Q3	$353	Hold	6	–	–	﹤0.01%	2347
2023 Q2	$309	Hold	6	–	–	﹤0.01%	2274
2023 Q1	$294	Hold	6	–	–	﹤0.01%	2128
2022 Q4	$362	Buy	+6	New	+$354	﹤0.01%	1900

Other funds holding TCBI

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

Farther Finance Advisors's TCBI Position: Q3 2026 in Review

Farther Finance Advisors increased its Texas Capital Bancshares (TCBI) stake by 30% in Q3 2026, buying an estimated $13.3K and bringing the position to 583 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

Farther Finance Advisors first reported a position in TCBI in Q4 2022 and has held it in 16 quarters since. 17 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Farther Finance Advisors held 583 shares of Texas Capital Bancshares worth $54.2K as of Q3 2026.
Farther Finance Advisors bought 134 Texas Capital Bancshares shares in Q3 2026, an estimated $13.3K.
Texas Capital Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3344 holding.
Farther Finance Advisors first reported a position in Texas Capital Bancshares in Q4 2022 and has held it in 16 quarters since.
17 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.