Principal Securities’s Texas Capital Bancshares TCBI Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-30	Closed	-$2.54K	–	3276
2025 Q3	$2.54K	Hold	30	–	–	﹤0.01%	3171
2025 Q2	$2.38K	Sell	30 -4	-12%	-$287	﹤0.01%	3088
2025 Q1	$2.66K	Hold	34	–	–	﹤0.01%	2967
2024 Q4	$2.66K	Buy	34 +2	+6%	+$162	﹤0.01%	2962
2024 Q3	$2.29K	Buy	32 +25	+357%	+$1.64K	﹤0.01%	2914
2024 Q2	$428	Sell	7 -60	-90%	-$3.54K	﹤0.01%	3228
2024 Q1	$4.12K	Sell	67 -23	-26%	-$1.39K	﹤0.01%	2675
2023 Q4	$5.82K	Buy	+90	New	+$5.18K	﹤0.01%	2477

Other funds holding TCBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Principal Securities's TCBI Position: Q4 2025 in Review

Principal Securities sold out of Texas Capital Bancshares (TCBI) in Q4 2025, closing a stake of 30 shares — an estimated $2.54K sold.

Principal Securities first reported a position in TCBI in Q4 2023 and held it in 8 quarters. The position peaked at $5.82K in Q4 2023. 344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

Principal Securities reported no remaining Texas Capital Bancshares position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 30 Texas Capital Bancshares shares in Q4 2025, an estimated $2.54K.
Principal Securities first reported a position in Texas Capital Bancshares in Q4 2023 and held it in 8 quarters.
Principal Securities's Texas Capital Bancshares position peaked at $5.82K in Q4 2023.
344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.