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Kestra Advisory Services’s Texas Capital Bancshares TCBI Stock Holding History

Kestra Advisory Services’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 		– Sell
-788
Closed -$71.3K – 4278
2025
Q4 		$71.3K Buy
+788
New +$69.2K ﹤0.01% 3695

Other funds holding TCBI

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kestra Advisory Services's TCBI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Texas Capital Bancshares (TCBI) in Q1 2026, closing a stake of 788 shares — an estimated $71.3K sold.

Kestra Advisory Services first reported a position in TCBI in Q4 2025 and held it in 1 quarter. The position peaked at $71.3K in Q4 2025. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Texas Capital Bancshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 788 Texas Capital Bancshares shares in Q1 2026, an estimated $71.3K.
  • Kestra Advisory Services first reported a position in Texas Capital Bancshares in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Texas Capital Bancshares position peaked at $71.3K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.