Fortitude Family Office’s Texas Capital Bancshares TCBI Stock Holding History

Fortitude Family Office’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	$8.28K	Buy	89 +3	+3%	+$298	﹤0.01%	1309
2026 Q2	$8.88K	Hold	86	–	–	﹤0.01%	823
2026 Q1	$8.16K	Buy	86 +24	+39%	+$2.34K	﹤0.01%	725
2025 Q4	$5.61K	Sell	62 -27	-30%	-$2.37K	﹤0.01%	771
2025 Q3	$7.52K	Hold	89	–	–	﹤0.01%	659
2025 Q2	$7.07K	Sell	89 -15	-14%	-$1.07K	﹤0.01%	668
2025 Q1	$7.77K	Hold	104	–	–	﹤0.01%	608
2024 Q4	$8.13K	Buy	104 +9	+9%	+$729	﹤0.01%	693
2024 Q3	$6.79K	Buy	95 +94	+9,400%	+$6.15K	﹤0.01%	677
2024 Q2	$61	Sell	1 -75	-99%	-$4.43K	﹤0.01%	956
2024 Q1	$4.68K	Hold	76	–	–	﹤0.01%	635
2023 Q4	$4.91K	Buy	+76	New	+$4.38K	﹤0.01%	648

Other funds holding TCBI

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

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

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 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

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's TCBI Position: Q3 2026 in Review

Fortitude Family Office increased its Texas Capital Bancshares (TCBI) stake by 3.5% in Q3 2026, buying an estimated $298 and bringing the position to 89 shares worth $8.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Fortitude Family Office first reported a position in TCBI in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.88K in Q2 2026. 26 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Fortitude Family Office held 89 shares of Texas Capital Bancshares worth $8.28K as of Q3 2026.
Fortitude Family Office bought 3 Texas Capital Bancshares shares in Q3 2026, an estimated $298.
Texas Capital Bancshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1309 holding.
Fortitude Family Office first reported a position in Texas Capital Bancshares in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Texas Capital Bancshares position peaked at $8.88K in Q2 2026.
26 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.