KFP
TCBI icon

Keener Financial Planning’s Texas Capital Bancshares TCBI Stock Holding History

Keener Financial Planning’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
2025
Q4 		– Sell
-1,944
Closed -$164K – 189
2025
Q3 		$164K Hold
1,944
– – 0.08% 55
2025
Q2 		$154K Hold
1,944
– – 0.08% 58
2025
Q1 		$145K Hold
1,944
– – 0.09% 52
2024
Q4 		$152K Hold
1,944
– – 0.09% 57
2024
Q3 		$138K Hold
1,944
– – 0.09% 52
2024
Q2 		$118K Hold
1,944
– – 0.08% 57
2024
Q1 		$120K Sell
1,944
-213
-10% -$12.9K 0.08% 57
2023
Q4 		$139K Buy
+2,157
New +$124K 0.11% 56

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Keener Financial Planning's TCBI Position: Q4 2025 in Review

Keener Financial Planning sold out of Texas Capital Bancshares (TCBI) in Q4 2025, closing a stake of 1,944 shares — an estimated $164K sold.

Keener Financial Planning first reported a position in TCBI in Q4 2023 and held it in 8 quarters. The position peaked at $164K in Q3 2025. 344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

  • Keener Financial Planning reported no remaining Texas Capital Bancshares position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 1,944 Texas Capital Bancshares shares in Q4 2025, an estimated $164K.
  • Keener Financial Planning first reported a position in Texas Capital Bancshares in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Texas Capital Bancshares position peaked at $164K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.