LPL Financial
TCBI icon

LPL Financial’s Texas Capital Bancshares TCBI Stock Holding History

LPL Financial’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 		$813K Buy
7,871
+479
+6% +$48.1K ﹤0.01% 4595
2026
Q1 		$701K Sell
7,392
-141
-2% -$13.8K ﹤0.01% 4468
2025
Q4 		$682K Sell
7,533
-156
-2% -$13.7K ﹤0.01% 4430
2025
Q3 		$650K Sell
7,689
-952
-11% -$81.4K ﹤0.01% 4403
2025
Q2 		$686K Sell
8,641
-108
-1% -$7.74K ﹤0.01% 4099
2025
Q1 		$654K Sell
8,749
-27
-0.3% -$2.1K ﹤0.01% 3918
2024
Q4 		$686K Buy
8,776
+382
+5% +$31K ﹤0.01% 3815
2024
Q3 		$600K Buy
8,394
+311
+4% +$20.4K ﹤0.01% 3840
2024
Q2 		$494K Buy
8,083
+476
+6% +$28.1K ﹤0.01% 3885
2024
Q1 		$468K Buy
7,607
+76
+1% +$4.6K ﹤0.01% 3842
2023
Q4 		$487K Buy
7,531
+56
+0.7% +$3.23K ﹤0.01% 3682
2023
Q3 		$440K Buy
+7,475
New +$452K ﹤0.01% 3595
2018
Q3 		– Sell
-2,532
Closed -$232K – 3302
2018
Q2 		$232K Sell
2,532
-32
-1% -$3.1K ﹤0.01% 2874
2018
Q1 		$231K Sell
2,564
-1
-0% -$94 ﹤0.01% 2843
2017
Q4 		$228K Sell
2,565
-296
-10% -$25.6K ﹤0.01% 2714
2017
Q3 		$245K Buy
+2,861
New +$222K ﹤0.01% 2520
2015
Q4 		– Sell
-6,427
Closed -$343K – 3242
2015
Q3 		$343K Sell
6,427
-211
-3% -$11.8K ﹤0.01% 2092
2015
Q2 		$401K Buy
6,638
+820
+14% +$44.9K ﹤0.01% 2080
2015
Q1 		$281K Buy
5,818
+1,170
+25% +$55.2K ﹤0.01% 2305
2014
Q4 		$253K Buy
4,648
+788
+20% +$44.7K ﹤0.01% 2311
2014
Q3 		$221K Buy
+3,860
New +$208K ﹤0.01% 2378

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LPL Financial's TCBI Position: Q2 2026 in Review

LPL Financial increased its Texas Capital Bancshares (TCBI) stake by 6.5% in Q2 2026, buying an estimated $48.1K and bringing the position to 7,871 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #4595.

LPL Financial first reported a position in TCBI in Q3 2014 and has held it in 21 quarters since. 158 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • LPL Financial held 7,871 shares of Texas Capital Bancshares worth $813K as of Q2 2026.
  • LPL Financial bought 479 Texas Capital Bancshares shares in Q2 2026, an estimated $48.1K.
  • Texas Capital Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4595 holding.
  • LPL Financial first reported a position in Texas Capital Bancshares in Q3 2014 and has held it in 21 quarters since.
  • 158 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.