LBJ Family Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

LBJ Family 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	$1.77M	Sell	17,275 -206	-1%	-$20.7K	0.9%	17
2026 Q1	$1.62M	Sell	17,481 -1,024	-6%	-$99.9K	0.95%	15
2025 Q4	$1.68M	Sell	18,505 -129	-0.7%	-$11.3K	0.92%	16
2025 Q3	$1.57M	Sell	18,634 -347	-2%	-$29.7K	0.86%	18
2025 Q2	$1.51M	Hold	18,981	–	–	0.88%	16
2025 Q1	$1.42M	Hold	18,981	–	–	0.91%	15
2024 Q4	$1.48M	Sell	18,981 -1	-0%	-$81	0.88%	16
2024 Q3	$1.36M	Hold	18,982	–	–	0.8%	17
2024 Q2	$1.16M	Hold	18,982	–	–	0.73%	18
2024 Q1	$1.17M	Sell	18,982 -161	-0.8%	-$9.75K	0.74%	17
2023 Q4	$1.24M	Hold	19,143	–	–	0.86%	15
2023 Q3	$1.13M	Sell	19,143 -2,373	-11%	-$144K	0.85%	15
2023 Q2	$1.11M	Hold	21,516	–	–	0.77%	17
2023 Q1	$1.05M	Hold	21,516	–	–	0.74%	15
2022 Q4	$1.3M	Hold	21,516	–	–	0.97%	11
2022 Q3	$1.27M	Hold	21,516	–	–	1.03%	11
2022 Q2	$1.13M	Hold	21,516	–	–	0.85%	12
2022 Q1	$1.17M	Buy	21,516 +312	+1%	+$19.9K	0.75%	14
2021 Q4	$1.28M	Sell	21,204 -889	-4%	-$53.6K	0.74%	14
2021 Q3	$1.33M	Hold	22,093	–	–	0.79%	15
2021 Q2	$1.4M	Hold	22,093	–	–	0.83%	15
2021 Q1	$1.57M	Hold	22,093	–	–	0.99%	14
2020 Q4	$1.31M	Sell	22,093 -3,709	-14%	-$183K	0.86%	14
2020 Q3	$803K	Hold	25,802	–	–	0.61%	16
2020 Q2	$797K	Buy	25,802 +1,340	+5%	+$37.5K	0.64%	16
2020 Q1	$542K	Sell	24,462 -2,523	-9%	-$117K	0.52%	16
2019 Q4	$1.53M	Hold	26,985	–	–	1.06%	13
2019 Q3	$1.48M	Buy	26,985 +3,292	+14%	+$187K	1.11%	13
2019 Q2	$1.39M	Hold	23,693	–	–	1.03%	14
2019 Q1	$1.29M	Hold	23,693	–	–	0.73%	14
2018 Q4	$1.21M	Hold	23,693	–	–	1.06%	15
2018 Q3	$1.96M	Sell	23,693 -5,320	-18%	-$483K	1.5%	12
2018 Q2	$2.61M	Hold	29,013	–	–	2.1%	12
2018 Q1	$2.61M	Hold	29,013	–	–	2.16%	11
2017 Q4	$2.58M	Sell	29,013 -57	-0.2%	-$4.94K	2.12%	11
2017 Q3	$2.49M	Hold	29,070	–	–	2.12%	13
2017 Q2	$2.25M	Hold	29,070	–	–	2.03%	13
2017 Q1	$2.43M	Hold	29,070	–	–	2.3%	12
2016 Q4	$2.28M	Buy	+29,070	New	+$1.96M	2.27%	12

Other funds holding TCBI

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

LBJ Family Wealth Advisors's TCBI Position: Q2 2026 in Review

LBJ Family Wealth Advisors reduced its Texas Capital Bancshares (TCBI) stake by 1.2% in Q2 2026, selling an estimated $20.7K and leaving 17,275 shares worth $1.77M. The position accounts for 0.9% of the portfolio, ranked #17.

LBJ Family Wealth Advisors first reported a position in TCBI in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.61M in Q2 2018. 94 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

LBJ Family Wealth Advisors held 17,275 shares of Texas Capital Bancshares worth $1.77M as of Q2 2026.
LBJ Family Wealth Advisors sold 206 Texas Capital Bancshares shares in Q2 2026, an estimated $20.7K.
Texas Capital Bancshares made up 0.9% of LBJ Family Wealth Advisors's portfolio in Q2 2026, its #17 holding.
LBJ Family Wealth Advisors first reported a position in Texas Capital Bancshares in Q4 2016 and has held it in 39 quarters since.
LBJ Family Wealth Advisors's Texas Capital Bancshares position peaked at $2.61M in Q2 2018.
94 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.