MFG
TCBI icon

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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 374 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.
  • 374 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.