NorthCrest Asset Manangement’s Texas Capital Bancshares TCBI Stock Holding History

NorthCrest Asset Manangement’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 Q3	–	Sell	-2,094	Closed	-$215K	–	1055
2026 Q2	$215K	Buy	+2,094	New	+$210K	0.01%	844
2026 Q1	–	Sell	-2,533	Closed	-$239K	–	860
2025 Q4	$239K	Sell	2,533 -76	-3%	-$6.67K	0.01%	736
2025 Q3	$226K	Buy	+2,609	New	+$223K	0.01%	687

Other funds holding TCBI

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NorthCrest Asset Manangement's TCBI Position: Q3 2026 in Review

NorthCrest Asset Manangement sold out of Texas Capital Bancshares (TCBI) in Q3 2026, closing a stake of 2,094 shares — an estimated $215K sold.

NorthCrest Asset Manangement first reported a position in TCBI in Q3 2025 and held it in 3 quarters. The position peaked at $239K in Q4 2025. 16 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

NorthCrest Asset Manangement reported no remaining Texas Capital Bancshares position as of Q3 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 2,094 Texas Capital Bancshares shares in Q3 2026, an estimated $215K.
NorthCrest Asset Manangement first reported a position in Texas Capital Bancshares in Q3 2025 and held it in 3 quarters.
NorthCrest Asset Manangement's Texas Capital Bancshares position peaked at $239K in Q4 2025.
16 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.