Independent Financial Group’s Texas Capital Bancshares TCBI Stock Holding History

Independent Financial Group’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	$297K	Buy	+3,189	New	+$317K	0.01%	1263

Other funds holding TCBI

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Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

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

Independent Financial Group's TCBI Position: Q3 2026 in Review

Independent Financial Group opened a new position in Texas Capital Bancshares (TCBI) in Q3 2026: 3,189 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings.

16 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Independent Financial Group held 3,189 shares of Texas Capital Bancshares worth $297K as of Q3 2026.
Texas Capital Bancshares was a new Independent Financial Group position in Q3 2026.
Texas Capital Bancshares made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1263 holding.
16 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.