OF
TCBI icon

Optimize Financial’s Texas Capital Bancshares TCBI Stock Holding History

Optimize Financial’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 		$533K Sell
5,166
-18
-0.3% -$1.81K 0.19% 120
2026
Q1 		$492K Sell
5,184
-110
-2% -$10.7K 0.24% 96
2025
Q4 		$479K Buy
5,294
+76
+1% +$6.67K 0.24% 149
2025
Q3 		$441K Buy
+5,218
New +$446K 0.23% 165

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

Optimize Financial's TCBI Position: Q2 2026 in Review

Optimize Financial reduced its Texas Capital Bancshares (TCBI) stake by 0.35% in Q2 2026, selling an estimated $1.81K and leaving 5,166 shares worth $533K. The position accounts for 0.19% of the portfolio, ranked #120.

Optimize Financial first reported a position in TCBI in Q3 2025 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Optimize Financial held 5,166 shares of Texas Capital Bancshares worth $533K as of Q2 2026.
  • Optimize Financial sold 18 Texas Capital Bancshares shares in Q2 2026, an estimated $1.81K.
  • Texas Capital Bancshares made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #120 holding.
  • Optimize Financial first reported a position in Texas Capital Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.