Pinnacle Wealth Planning Services
TCBI icon

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
Q3 		$186 Hold
2
– – ﹤0.01% 2783
2026
Q2 		$207 Hold
2
– – ﹤0.01% 2713
2026
Q1 		$190 Buy
+2
New +$195 ﹤0.01% 2689

Other funds holding TCBI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's TCBI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Texas Capital Bancshares (TCBI) position steady in Q3 2026 at 2 shares worth $186. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Pinnacle Wealth Planning Services first reported a position in TCBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $207 in Q2 2026. 77 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Texas Capital Bancshares worth $186 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Texas Capital Bancshares share count unchanged in Q3 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2783 holding.
  • Pinnacle Wealth Planning Services first reported a position in Texas Capital Bancshares in Q1 2026 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Texas Capital Bancshares position peaked at $207 in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.