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
2025 Q4	$4.08K	Buy	+45	New	+$3.95K	﹤0.01%	2027

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

SageView Advisory Group's TCBI Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Texas Capital Bancshares (TCBI) in Q4 2025: 45 shares worth $4.08K. The stake represents ﹤0.01% of the portfolio and ranks #2027 among its holdings.

344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

SageView Advisory Group held 45 shares of Texas Capital Bancshares worth $4.08K as of Q4 2025.
Texas Capital Bancshares was a new SageView Advisory Group position in Q4 2025.
Texas Capital Bancshares made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2027 holding.
344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.