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Sendero Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Sendero Wealth Management’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 		$537K Hold
5,200
– – 0.05% 157
2026
Q1 		$493K Hold
5,200
– – 0.05% 158
2025
Q4 		$471K Hold
5,200
– – 0.05% 164
2025
Q3 		$440K Sell
5,200
-4,800
-48% -$410K 0.05% 155
2025
Q2 		$794K Sell
10,000
-7,600
-43% -$545K 0.1% 116
2025
Q1 		$1.31M Buy
+17,600
New +$1.37M 0.18% 76

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 $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sendero Wealth Management's TCBI Position: Q2 2026 in Review

Sendero Wealth Management held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 5,200 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #157.

Sendero Wealth Management first reported a position in TCBI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2025. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Sendero Wealth Management held 5,200 shares of Texas Capital Bancshares worth $537K as of Q2 2026.
  • Sendero Wealth Management left its Texas Capital Bancshares share count unchanged in Q2 2026.
  • Texas Capital Bancshares made up 0.05% of Sendero Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Sendero Wealth Management first reported a position in Texas Capital Bancshares in Q1 2025 and has held it in 6 quarters since.
  • Sendero Wealth Management's Texas Capital Bancshares position peaked at $1.31M in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.