Oliver Luxxe Assets’s Texas Capital Bancshares TCBI Stock Holding History

Oliver Luxxe Assets’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	$1.59M	Sell	15,355 -13,446	-47%	-$1.35M	0.23%	122
2026 Q1	$2.73M	Sell	28,801 -43	-0.1%	-$4.19K	0.41%	94
2025 Q4	$2.61M	Buy	28,844 +5,271	+22%	+$463K	0.4%	85
2025 Q3	$1.99M	Buy	+23,573	New	+$2.01M	0.32%	111
2022 Q4	–	Sell	-7,568	Closed	-$447K	–	182
2022 Q3	$447K	Buy	+7,568	New	+$448K	0.14%	130

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return