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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

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

JFS Wealth Advisors's TCBI Position: Q2 2026 in Review

JFS Wealth Advisors held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 58 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

JFS Wealth Advisors first reported a position in TCBI in Q4 2021 and has held it in 19 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • JFS Wealth Advisors held 58 shares of Texas Capital Bancshares worth $5.99K as of Q2 2026.
  • JFS Wealth Advisors left its Texas Capital Bancshares share count unchanged in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1218 holding.
  • JFS Wealth Advisors first reported a position in Texas Capital Bancshares in Q4 2021 and has held it in 19 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.