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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
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Optimize Financial's TCBI Position: Q1 2026 in Review

Optimize Financial reduced its Texas Capital Bancshares (TCBI) stake by 2.1% in Q1 2026, selling an estimated $10.7K and leaving 5,184 shares worth $492K. The position accounts for 0.24% of the portfolio, ranked #96.

Optimize Financial first reported a position in TCBI in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • Optimize Financial held 5,184 shares of Texas Capital Bancshares worth $492K as of Q1 2026.
  • Optimize Financial sold 110 Texas Capital Bancshares shares in Q1 2026, an estimated $10.7K.
  • Texas Capital Bancshares made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #96 holding.
  • Optimize Financial first reported a position in Texas Capital Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.