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

JFS 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
2026 Q2	$5.99K	Hold	58	–	–	﹤0.01%	1218
2026 Q1	$5.5K	Buy	58 +4	+7%	+$390	﹤0.01%	1161
2025 Q4	$4.89K	Buy	54 +14	+35%	+$1.23K	﹤0.01%	1244
2025 Q3	$3.38K	Hold	40	–	–	﹤0.01%	1275
2025 Q2	$3.18K	Hold	40	–	–	﹤0.01%	1254
2025 Q1	$2.99K	Hold	40	–	–	﹤0.01%	1321
2024 Q4	$3.13K	Hold	40	–	–	﹤0.01%	1304
2024 Q3	$2.86K	Buy	40 +1	+3%	+$65	﹤0.01%	1338
2024 Q2	$2.38K	Hold	39	–	–	﹤0.01%	1369
2024 Q1	$2.4K	Sell	39 -4	-9%	-$242	﹤0.01%	1378
2023 Q4	$2.78K	Buy	43 +2	+5%	+$115	﹤0.01%	1292
2023 Q3	$2.42K	Buy	41 +10	+32%	+$605	﹤0.01%	1289
2023 Q2	$1.6K	Sell	31 -3	-9%	-$150	﹤0.01%	1464
2023 Q1	$1.67K	Sell	34 -12	-26%	-$737	﹤0.01%	1433
2022 Q4	$2.77K	Buy	46 +2	+5%	+$118	﹤0.01%	1242
2022 Q3	$3K	Sell	44 -6	-12%	-$355	﹤0.01%	1243
2022 Q2	$3K	Buy	50 +17	+52%	+$912	﹤0.01%	1242
2022 Q1	$2K	Buy	33 +19	+136%	+$1.21K	﹤0.01%	1500
2021 Q4	$1K	Buy	+14	New	+$844	﹤0.01%	1569

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return