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Pinnacle Wealth Planning Services’s Texas Capital Bancshares TCBI Stock Holding History

Pinnacle Wealth Planning Services’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 		$207 Hold
2
– – ﹤0.01% 2713
2026
Q1 		$190 Buy
+2
New +$195 ﹤0.01% 2689

Other funds holding TCBI

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T. Rowe Price Investment Management
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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

Pinnacle Wealth Planning Services's TCBI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 2 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Pinnacle Wealth Planning Services first reported a position in TCBI in Q1 2026 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Texas Capital Bancshares worth $207 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Texas Capital Bancshares share count unchanged in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2713 holding.
  • Pinnacle Wealth Planning Services first reported a position in Texas Capital Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.