Financial Management Professionals’s Texas Capital Bancshares TCBI Stock Holding History

Financial Management Professionals’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	$516	Hold	5	–	–	﹤0.01%	954
2026 Q1	$474	Hold	5	–	–	﹤0.01%	887
2025 Q4	$453	Hold	5	–	–	﹤0.01%	884
2025 Q3	$423	Hold	5	–	–	﹤0.01%	871
2025 Q2	$397	Hold	5	–	–	﹤0.01%	932
2025 Q1	$374	Hold	5	–	–	﹤0.01%	919
2024 Q4	$391	Hold	5	–	–	﹤0.01%	915
2024 Q3	$0	Hold	5	–	–	﹤0.01%	1041
2024 Q2	$0	Hold	5	–	–	﹤0.01%	1013
2024 Q1	$0	Hold	5	–	–	﹤0.01%	1082
2023 Q4	$0	Hold	5	–	–	﹤0.01%	1049
2023 Q3	$0	Buy	5 +2	+67%	+$121	﹤0.01%	1047
2023 Q2	$0	Buy	+3	New	+$150	﹤0.01%	1102
2022 Q2	–	Sell	-10	Closed	-$1K	–	1128
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	960
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	900
2021 Q3	$1K	Buy	+10	New	+$623	﹤0.01%	887

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return