Scheeler Financial’s Texas Capital Bancshares TCBI Stock Holding History

Scheeler Financial’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 Q3	$222K	Buy	+2,389	New	+$237K	0.17%	66

Other funds holding TCBI

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Scheeler Financial's TCBI Position: Q3 2026 in Review

Scheeler Financial opened a new position in Texas Capital Bancshares (TCBI) in Q3 2026: 2,389 shares worth $222K. The stake represents 0.17% of the portfolio and ranks #66 among its holdings.

71 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Scheeler Financial held 2,389 shares of Texas Capital Bancshares worth $222K as of Q3 2026.
Texas Capital Bancshares was a new Scheeler Financial position in Q3 2026.
Texas Capital Bancshares made up 0.17% of Scheeler Financial's portfolio in Q3 2026, its #66 holding.
71 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.