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

Spire 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 		$723 Hold
7
– – ﹤0.01% 2180
2026
Q1 		$664 Hold
7
– – ﹤0.01% 2206
2025
Q4 		$634 Buy
7
+1
+17% +$88 ﹤0.01% 2257
2025
Q3 		$507 Buy
+6
New +$513 ﹤0.01% 2356

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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

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

Spire Wealth Management held its Texas Capital Bancshares (TCBI) position steady in Q2 2026 at 7 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Spire Wealth Management first reported a position in TCBI in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Spire Wealth Management held 7 shares of Texas Capital Bancshares worth $723 as of Q2 2026.
  • Spire Wealth Management left its Texas Capital Bancshares share count unchanged in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2180 holding.
  • Spire Wealth Management first reported a position in Texas Capital Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.