Financial Consulate’s Texas Capital Bancshares TCBI Stock Holding History

Financial Consulate’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	$838	Buy	+9	New	+$893	﹤0.01%	1343

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 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

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

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

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Financial Consulate's TCBI Position: Q3 2026 in Review

Financial Consulate opened a new position in Texas Capital Bancshares (TCBI) in Q3 2026: 9 shares worth $838. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings.

55 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Financial Consulate held 9 shares of Texas Capital Bancshares worth $838 as of Q3 2026.
Texas Capital Bancshares was a new Financial Consulate position in Q3 2026.
Texas Capital Bancshares made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1343 holding.
55 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.