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Integrated Wealth Concepts’s Texas Capital Bancshares TCBI Stock Holding History

Integrated Wealth Concepts’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 		$226K Buy
2,185
+9
+0.4% +$903 ﹤0.01% 2161
2026
Q1 		$206K Buy
+2,176
New +$212K ﹤0.01% 2096

Other funds holding TCBI

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

Integrated Wealth Concepts's TCBI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Texas Capital Bancshares (TCBI) stake by 0.41% in Q2 2026, buying an estimated $903 and bringing the position to 2,185 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Integrated Wealth Concepts first reported a position in TCBI in Q1 2026 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Integrated Wealth Concepts held 2,185 shares of Texas Capital Bancshares worth $226K as of Q2 2026.
  • Integrated Wealth Concepts bought 9 Texas Capital Bancshares shares in Q2 2026, an estimated $903.
  • Texas Capital Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2161 holding.
  • Integrated Wealth Concepts first reported a position in Texas Capital Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.