Harbor Investment Advisory’s Texas Capital Bancshares TCBI Stock Holding History

Harbor Investment Advisory’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	$893K	Hold	9,595	–	–	0.06%	228
2026 Q2	$991K	Hold	9,595	–	–	0.07%	212
2026 Q1	$910K	Hold	9,595	–	–	0.07%	207
2025 Q4	$869K	Buy	9,595 +1,330	+16%	+$117K	0.07%	212
2025 Q3	$699K	Hold	8,265	–	–	0.06%	233
2025 Q2	$656K	Buy	+8,265	New	+$592K	0.06%	227
2024 Q3	–	Sell	-4,200	Closed	-$257K	–	1293
2024 Q2	$257K	Hold	4,200	–	–	0.03%	304
2024 Q1	$259K	Hold	4,200	–	–	0.03%	302
2023 Q4	$271K	Hold	4,200	–	–	0.03%	278
2023 Q3	$247K	Hold	4,200	–	–	0.03%	279
2023 Q2	$216K	Hold	4,200	–	–	0.03%	337
2023 Q1	$206K	Hold	4,200	–	–	0.03%	342
2022 Q4	$253K	Hold	4,200	–	–	0.04%	305
2022 Q3	$248K	Hold	4,200	–	–	0.04%	297
2022 Q2	$221K	Hold	4,200	–	–	0.04%	316
2022 Q1	$241K	Hold	4,200	–	–	0.03%	331
2021 Q4	$253K	Hold	4,200	–	–	0.03%	328
2021 Q3	$252K	Buy	4,200 +2,200	+110%	+$137K	0.03%	322
2021 Q2	$127K	Sell	2,000 -976	-33%	-$65.8K	0.02%	462
2021 Q1	$211K	Hold	2,976	–	–	0.03%	334
2020 Q4	$177K	Buy	2,976 +2,951	+11,804%	+$146K	0.03%	336
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	1100
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	1111
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	988
2019 Q4	$1K	Buy	+25	New	+$1.43K	﹤0.01%	826

Other funds holding TCBI

CAM

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

WCM

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

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Harbor Investment Advisory's TCBI Position: Q3 2026 in Review

Harbor Investment Advisory held its Texas Capital Bancshares (TCBI) position steady in Q3 2026 at 9,595 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #228.

Harbor Investment Advisory first reported a position in TCBI in Q4 2019 and has held it in 25 quarters since. The position peaked at $991K in Q2 2026. 16 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Harbor Investment Advisory held 9,595 shares of Texas Capital Bancshares worth $893K as of Q3 2026.
Harbor Investment Advisory left its Texas Capital Bancshares share count unchanged in Q3 2026.
Texas Capital Bancshares made up 0.06% of Harbor Investment Advisory's portfolio in Q3 2026, its #228 holding.
Harbor Investment Advisory first reported a position in Texas Capital Bancshares in Q4 2019 and has held it in 25 quarters since.
Harbor Investment Advisory's Texas Capital Bancshares position peaked at $991K in Q2 2026.
16 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.