GRP
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Global Retirement Partners’s Texas Capital Bancshares TCBI Stock Holding History

Global Retirement Partners’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 		$256K Buy
+2,477
New +$248K ﹤0.01% 1423
2025
Q4 		$225K Buy
2,488
+2,443
+5,429% +$214K ﹤0.01% 1400
2025
Q3 		$3.8K Hold
45
– – ﹤0.01% 3077
2025
Q2 		$3.57K Buy
+45
New +$3.23K ﹤0.01% 3028
2024
Q4 		$3.52K Sell
45
-5
-10% -$405 ﹤0.01% 2849
2024
Q3 		$3.57K Hold
50
– – ﹤0.01% 2710
2024
Q2 		$3.06K Hold
50
– – ﹤0.01% 2811
2024
Q1 		$3.08K Hold
50
– – ﹤0.01% 2583
2023
Q4 		$3.13K Hold
50
– – ﹤0.01% 2502
2023
Q3 		$2.86K Buy
+50
New +$3.02K ﹤0.01% 2399

Other funds holding TCBI

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Global Retirement Partners's TCBI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Texas Capital Bancshares (TCBI) in Q2 2026: 2,477 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TCBI as recently as Q4 2025.

Global Retirement Partners first reported a position in TCBI in Q3 2023 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Global Retirement Partners held 2,477 shares of Texas Capital Bancshares worth $256K as of Q2 2026.
  • Texas Capital Bancshares was a new Global Retirement Partners position in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1423 holding.
  • Global Retirement Partners first reported a position in Texas Capital Bancshares in Q3 2023 and has held it in 10 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.