Merit Financial Group’s Texas Capital Bancshares TCBI Stock Holding History

Merit Financial Group’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	$414K	Buy	4,005 +213	+6%	+$21.4K	﹤0.01%	1617
2026 Q1	$360K	Buy	3,792 +165	+5%	+$16.1K	﹤0.01%	1560
2025 Q4	$328K	Buy	3,627 +439	+14%	+$38.5K	﹤0.01%	1506
2025 Q3	$269K	Buy	+3,188	New	+$272K	﹤0.01%	1517
2025 Q2	–	Sell	-3,616	Closed	-$270K	–	1748
2025 Q1	$270K	Buy	+3,616	New	+$281K	﹤0.01%	1164
2024 Q4	–	Sell	-5,201	Closed	-$372K	–	1189
2024 Q3	$372K	Buy	+5,201	New	+$340K	0.01%	629

Other funds holding TCBI

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

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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group's TCBI Position: Q2 2026 in Review

Merit Financial Group increased its Texas Capital Bancshares (TCBI) stake by 5.6% in Q2 2026, buying an estimated $21.4K and bringing the position to 4,005 shares worth $414K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Merit Financial Group first reported a position in TCBI in Q3 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

Merit Financial Group held 4,005 shares of Texas Capital Bancshares worth $414K as of Q2 2026.
Merit Financial Group bought 213 Texas Capital Bancshares shares in Q2 2026, an estimated $21.4K.
Texas Capital Bancshares made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1617 holding.
Merit Financial Group first reported a position in Texas Capital Bancshares in Q3 2024 and has held it in 6 quarters since.
51 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.