Kula Investments’s Texas Capital Bancshares TCBI Stock Holding History

Kula Investments’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
2023 Q1	$467K	Buy	+9,534	New	+$586K	0.12%	331

Other funds holding TCBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's TCBI Position: Q1 2023 in Review

Kula Investments opened a new position in Texas Capital Bancshares (TCBI) in Q1 2023: 9,534 shares worth $467K. The stake represents 0.12% of the portfolio and ranks #331 among its holdings.

238 funds tracked by Wall St. Rank hold TCBI as of Q1 2023.

Kula Investments held 9,534 shares of Texas Capital Bancshares worth $467K as of Q1 2023.
Texas Capital Bancshares was a new Kula Investments position in Q1 2023.
Texas Capital Bancshares made up 0.12% of Kula Investments's portfolio in Q1 2023, its #331 holding.
238 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.