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Rise Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Rise Advisors’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
-229
Closed -$19.4K – 1277
2025
Q3 		$19.4K Hold
229
– – 0.01% 593
2025
Q2 		$18.2K Hold
229
– – 0.01% 593
2025
Q1 		$17.1K Buy
+229
New +$17.8K 0.01% 605

Other funds holding TCBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rise Advisors's TCBI Position: Q4 2025 in Review

Rise Advisors sold out of Texas Capital Bancshares (TCBI) in Q4 2025, closing a stake of 229 shares — an estimated $19.4K sold.

Rise Advisors first reported a position in TCBI in Q1 2025 and held it in 3 quarters. The position peaked at $19.4K in Q3 2025. 344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

  • Rise Advisors reported no remaining Texas Capital Bancshares position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 229 Texas Capital Bancshares shares in Q4 2025, an estimated $19.4K.
  • Rise Advisors first reported a position in Texas Capital Bancshares in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Texas Capital Bancshares position peaked at $19.4K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.