Merit Financial Group
TXCP icon

Merit Financial Group’s Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share TXCP Stock Holding History

Merit Financial Group’s Portfolio TXCP Stock Details TXCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$352K Sell
3,779
-226
-6% -$22.4K ﹤0.01% 1800
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 TXCP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Merit Financial Group's TXCP Position: Q3 2026 in Review

Merit Financial Group reduced its Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share (TXCP) stake by 5.6% in Q3 2026, selling an estimated $22.4K and leaving 3,779 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Merit Financial Group first reported a position in TXCP in Q3 2024 and has held it in 7 quarters since. The position peaked at $414K in Q2 2026. 172 funds tracked by Wall St. Rank hold TXCP as of Q3 2026.

  • Merit Financial Group held 3,779 shares of Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share worth $352K as of Q3 2026.
  • Merit Financial Group sold 226 Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share shares in Q3 2026, an estimated $22.4K.
  • Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1800 holding.
  • Merit Financial Group first reported a position in Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share in Q3 2024 and has held it in 7 quarters since.
  • Merit Financial Group's Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share position peaked at $414K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.