PFO
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Pathstone Family Office’s Texas Capital Bancshares TCBI Stock Holding History

Pathstone Family Office’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
Q3 		$214K Buy
+3,626
New +$219K ﹤0.01% 1478
2023
Q1 		– Sell
-6,902
Closed -$410K – 1482
2022
Q4 		$410K Sell
6,902
-8
-0.1% -$472 ﹤0.01% 1180
2022
Q3 		$408K Buy
+6,910
New +$409K ﹤0.01% 1152
2019
Q2 		– Sell
-38
Closed -$2K – 880
2019
Q1 		$2K Hold
38
– – ﹤0.01% 805
2018
Q4 		$2K Buy
+38
New +$2.4K ﹤0.01% 481

Other funds holding TCBI

BlackRock
BlackRock New York $5.7T 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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 $544B AUM 28.31% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return