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Rothschild Investment LLC’s Texas Capital Bancshares TCBI Stock Holding History

Rothschild Investment LLC’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 		$471K Buy
4,561
+2,487
+120% +$249K 0.02% 620
2026
Q1 		$197K Buy
2,074
+202
+11% +$19.7K 0.01% 674
2025
Q4 		$169K Buy
1,872
+451
+32% +$39.6K 0.01% 674
2025
Q3 		$120K Buy
1,421
+1,306
+1,136% +$112K 0.01% 754
2025
Q2 		$9.13K Buy
115
+25
+28% +$1.79K ﹤0.01% 1248
2025
Q1 		$6.72K Buy
90
+20
+29% +$1.55K ﹤0.01% 1305
2024
Q4 		$5.47K Buy
70
+15
+27% +$1.22K ﹤0.01% 1318
2024
Q3 		$3.93K Buy
55
+35
+175% +$2.29K ﹤0.01% 1382
2024
Q2 		$1.22K Buy
20
+15
+300% +$886 ﹤0.01% 1561
2024
Q1 		$308 Buy
+5
New +$303 ﹤0.01% 1548

Other funds holding TCBI

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Rothschild Investment LLC's TCBI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Texas Capital Bancshares (TCBI) stake by 120% in Q2 2026, buying an estimated $249K and bringing the position to 4,561 shares worth $471K. The position accounts for 0.02% of the portfolio, ranked #620.

Rothschild Investment LLC first reported a position in TCBI in Q1 2024 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Rothschild Investment LLC held 4,561 shares of Texas Capital Bancshares worth $471K as of Q2 2026.
  • Rothschild Investment LLC bought 2,487 Texas Capital Bancshares shares in Q2 2026, an estimated $249K.
  • Texas Capital Bancshares made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #620 holding.
  • Rothschild Investment LLC first reported a position in Texas Capital Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 135 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.