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Journey Strategic Wealth’s Texas Capital Bancshares TCBI Stock Holding History

Journey Strategic Wealth’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
Q1 		$232K Buy
2,440
+33
+1% +$3.22K 0.01% 699
2025
Q4 		$218K Buy
+2,407
New +$211K 0.01% 678

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Journey Strategic Wealth's TCBI Position: Q1 2026 in Review

Journey Strategic Wealth increased its Texas Capital Bancshares (TCBI) stake by 1.4% in Q1 2026, buying an estimated $3.22K and bringing the position to 2,440 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #699.

Journey Strategic Wealth first reported a position in TCBI in Q4 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Journey Strategic Wealth held 2,440 shares of Texas Capital Bancshares worth $232K as of Q1 2026.
  • Journey Strategic Wealth bought 33 Texas Capital Bancshares shares in Q1 2026, an estimated $3.22K.
  • Texas Capital Bancshares made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #699 holding.
  • Journey Strategic Wealth first reported a position in Texas Capital Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.