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Pathstone Holdings’s
Texas Capital Bancshares
TCBI
Stock Holding History
Pathstone Holdings’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
$3.15M
Sell
33,220
-1,289
-4%
-$126K
0.01%
787
2025
Q4
$3.12M
Buy
34,509
+184
+0.5%
+$16.2K
0.01%
794
2025
Q3
$2.9M
Sell
34,325
-280
-0.8%
-$23.9K
0.01%
827
2025
Q2
$2.75M
Sell
34,605
-5,311
-13%
-$381K
0.01%
819
2025
Q1
$2.98M
Sell
39,916
-2
-0%
-$155
0.01%
767
2024
Q4
$3.12M
Sell
39,918
-2,745
-6%
-$222K
0.01%
746
2024
Q3
$3.05M
Buy
42,663
+1,365
+3%
+$89.3K
0.01%
759
2024
Q2
$2.52M
Buy
41,298
+1,370
+3%
+$80.9K
0.01%
817
2024
Q1
$2.46M
Buy
39,928
+27,389
+218%
+$1.66M
0.01%
816
2023
Q4
$810K
Buy
+12,539
New
+$722K
﹤0.01%
1191
Other funds holding TCBI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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