Global Financial Private Client’s Texas Capital Bancshares TCBI Stock Holding History

Global Financial Private Client’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
2025 Q2	–	Sell	-6	Closed	-$448	–	1431
2025 Q1	$448	Buy	6 +3	+100%	+$233	﹤0.01%	1319
2024 Q4	$235	Buy	+3	New	+$243	﹤0.01%	1206
2020 Q4	–	Sell	-29	Closed	-$919	–	592
2020 Q3	$919	Hold	29	–	–	﹤0.01%	444
2020 Q2	$857	Hold	29	–	–	﹤0.01%	492
2020 Q1	$593	Hold	29	–	–	﹤0.01%	510
2019 Q4	$1.65K	Buy	+29	New	+$1.65K	﹤0.01%	498

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Global Financial Private Client's TCBI Position: Q2 2025 in Review

Global Financial Private Client sold out of Texas Capital Bancshares (TCBI) in Q2 2025, closing a stake of 6 shares — an estimated $448 sold.

Global Financial Private Client first reported a position in TCBI in Q4 2019 and held it in 6 quarters. The position peaked at $1.65K in Q4 2019. 303 funds tracked by Wall St. Rank hold TCBI as of Q2 2025.

Global Financial Private Client reported no remaining Texas Capital Bancshares position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 6 Texas Capital Bancshares shares in Q2 2025, an estimated $448.
Global Financial Private Client first reported a position in Texas Capital Bancshares in Q4 2019 and held it in 6 quarters.
Global Financial Private Client's Texas Capital Bancshares position peaked at $1.65K in Q4 2019.
303 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.