LRI Investments’s Texas Capital Bancshares TCBI Stock Holding History

LRI 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
2026 Q2	$3.1K	Buy	30 +3	+11%	+$301	﹤0.01%	1214
2026 Q1	$2.56K	Hold	27	–	–	﹤0.01%	1232
2025 Q4	$2.44K	Hold	27	–	–	﹤0.01%	1179
2025 Q3	$2.28K	Hold	27	–	–	﹤0.01%	1181
2025 Q2	$2.14K	Hold	27	–	–	﹤0.01%	1161
2025 Q1	$2.02K	Hold	27	–	–	﹤0.01%	1106
2024 Q4	$2.11K	Hold	27	–	–	﹤0.01%	1073
2024 Q3	$2.4K	Hold	27	–	–	﹤0.01%	1055
2024 Q2	$1.65K	Hold	27	–	–	﹤0.01%	1069
2024 Q1	$1.66K	Buy	+27	New	+$1.64K	﹤0.01%	762

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

LRI Investments's TCBI Position: Q2 2026 in Review

LRI Investments increased its Texas Capital Bancshares (TCBI) stake by 11% in Q2 2026, buying an estimated $301 and bringing the position to 30 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

LRI Investments first reported a position in TCBI in Q1 2024 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

LRI Investments held 30 shares of Texas Capital Bancshares worth $3.1K as of Q2 2026.
LRI Investments bought 3 Texas Capital Bancshares shares in Q2 2026, an estimated $301.
Texas Capital Bancshares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1214 holding.
LRI Investments first reported a position in Texas Capital Bancshares in Q1 2024 and has held it in 10 quarters since.
94 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.