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New York Life Investment Management’s Texas Capital Bancshares TCBI Stock Holding History

New York Life Investment Management’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
2023
Q1 		– Sell
-9,895
Closed -$597K – 1386
2022
Q4 		$597K Buy
9,895
+1,059
+12% +$62.5K 0.01% 770
2022
Q3 		$522K Buy
8,836
+699
+9% +$41.4K 0.01% 712
2022
Q2 		$428K Buy
+8,137
New +$436K 0.01% 866

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's TCBI Position: Q1 2023 in Review

New York Life Investment Management sold out of Texas Capital Bancshares (TCBI) in Q1 2023, closing a stake of 9,895 shares — an estimated $597K sold.

New York Life Investment Management first reported a position in TCBI in Q2 2022 and held it in 3 quarters. The position peaked at $597K in Q4 2022. 238 funds tracked by Wall St. Rank hold TCBI as of Q1 2023.

  • New York Life Investment Management reported no remaining Texas Capital Bancshares position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 9,895 Texas Capital Bancshares shares in Q1 2023, an estimated $597K.
  • New York Life Investment Management first reported a position in Texas Capital Bancshares in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Texas Capital Bancshares position peaked at $597K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.