IWA
TCBI icon

Icon Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Icon Wealth Advisors’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
Q4 		– Sell
-1,443
Closed -$122K – 509
2025
Q3 		$122K Hold
1,443
– – 0.01% 469
2025
Q2 		$115K Hold
1,443
– – 0.01% 478
2025
Q1 		$108K Hold
1,443
– – 0.01% 467
2024
Q4 		$113K Hold
1,443
– – 0.01% 483
2024
Q3 		$103K Buy
+1,443
New +$94.4K 0.01% 475

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Icon Wealth Advisors's TCBI Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2025, closing a stake of 1,443 shares — an estimated $122K sold.

Icon Wealth Advisors first reported a position in TCBI in Q3 2024 and held it in 5 quarters. The position peaked at $122K in Q3 2025. 344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

  • Icon Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,443 Texas Capital Bancshares shares in Q4 2025, an estimated $122K.
  • Icon Wealth Advisors first reported a position in Texas Capital Bancshares in Q3 2024 and held it in 5 quarters.
  • Icon Wealth Advisors's Texas Capital Bancshares position peaked at $122K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.