Prestige Wealth Management Group’s Texas Capital Bancshares TCBI Stock Holding History

Prestige Wealth Management Group’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	$1.55K	Hold	15	–	–	﹤0.01%	809
2026 Q1	$1.42K	Hold	15	–	–	﹤0.01%	804
2025 Q4	$1.36K	Hold	15	–	–	﹤0.01%	837
2025 Q3	$1.27K	Hold	15	–	–	﹤0.01%	821
2025 Q2	$1.19K	Hold	15	–	–	﹤0.01%	831
2025 Q1	$1.12K	Hold	15	–	–	﹤0.01%	835
2024 Q4	$1.17K	Hold	15	–	–	﹤0.01%	860
2024 Q3	$1.07K	Hold	15	–	–	﹤0.01%	873
2024 Q2	$918	Hold	15	–	–	﹤0.01%	838
2024 Q1	$924	Hold	15	–	–	﹤0.01%	875
2023 Q4	$970	Hold	15	–	–	﹤0.01%	867
2023 Q3	$884	Hold	15	–	–	﹤0.01%	895
2023 Q2	$773	Hold	15	–	–	﹤0.01%	936
2023 Q1	$735	Hold	15	–	–	﹤0.01%	929
2022 Q4	$905	Hold	15	–	–	﹤0.01%	990
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	922
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	926
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	931
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	950
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	937
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	927
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	913
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	891
2020 Q3	$0	Hold	15	–	–	﹤0.01%	919
2020 Q2	$0	Hold	15	–	–	﹤0.01%	955
2020 Q1	$0	Buy	+15	New	+$696	﹤0.01%	998
2019 Q1	–	Sell	-50	Closed	-$3K	–	1061
2018 Q4	$3K	Buy	+50	New	+$3.15K	﹤0.01%	754

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Prestige Wealth Management Group's TCBI Position: Q2 2026 in Review

Prestige Wealth Management Group held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 15 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Prestige Wealth Management Group first reported a position in TCBI in Q4 2018 and has held it in 27 quarters since. The position peaked at $3K in Q4 2018. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

Prestige Wealth Management Group held 15 shares of Texas Capital Bancshares worth $1.55K as of Q2 2026.
Prestige Wealth Management Group left its Texas Capital Bancshares share count unchanged in Q2 2026.
Texas Capital Bancshares made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #809 holding.
Prestige Wealth Management Group first reported a position in Texas Capital Bancshares in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Texas Capital Bancshares position peaked at $3K in Q4 2018.
374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.