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SageView Advisory Group’s Texas Capital Bancshares TCBI Stock Holding History

SageView Advisory 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
Q1 		– Sell
-45
Closed -$4.08K – 2224
2025
Q4 		$4.08K Buy
+45
New +$3.95K ﹤0.01% 2027

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SageView Advisory Group's TCBI Position: Q1 2026 in Review

SageView Advisory Group sold out of Texas Capital Bancshares (TCBI) in Q1 2026, closing a stake of 45 shares — an estimated $4.08K sold.

SageView Advisory Group first reported a position in TCBI in Q4 2025 and held it in 1 quarter. The position peaked at $4.08K in Q4 2025. 341 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

  • SageView Advisory Group reported no remaining Texas Capital Bancshares position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 45 Texas Capital Bancshares shares in Q1 2026, an estimated $4.08K.
  • SageView Advisory Group first reported a position in Texas Capital Bancshares in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Texas Capital Bancshares position peaked at $4.08K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.