Stephens Inc’s Texas Capital Bancshares TCBI Stock Holding History

Stephens Inc’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	$237K	Hold	2,500	–	–	﹤0.01%	1135
2025 Q4	$226K	Sell	2,500 -10,000	-80%	-$878K	﹤0.01%	1152
2025 Q3	$1.06M	Hold	12,500	–	–	0.01%	626
2025 Q2	$993K	Hold	12,500	–	–	0.01%	622
2025 Q1	$934K	Hold	12,500	–	–	0.01%	632
2024 Q4	$978K	Hold	12,500	–	–	0.01%	615
2024 Q3	$893K	Hold	12,500	–	–	0.01%	637
2024 Q2	$764K	Hold	12,500	–	–	0.01%	661
2024 Q1	$769K	Hold	12,500	–	–	0.01%	652
2023 Q4	$808K	Sell	12,500 -23	-0.2%	-$1.32K	0.01%	591
2023 Q3	$738K	Buy	12,523 +23	+0.2%	+$1.39K	0.01%	601
2023 Q2	$644K	Buy	+12,500	New	+$623K	0.01%	662
2022 Q2	–	Sell	-30,521	Closed	-$1.75M	–	1339
2022 Q1	$1.75M	Sell	30,521 -3,651	-11%	-$233K	0.03%	452
2021 Q4	$2.06M	Sell	34,172 -5,844	-15%	-$352K	0.03%	457
2021 Q3	$2.4M	Buy	+40,016	New	+$2.49M	0.04%	421
2018 Q4	–	Sell	-2,500	Closed	-$207K	–	1181
2018 Q3	$207K	Buy	+2,500	New	+$227K	0.01%	1055
2014 Q4	–	Sell	-70,243	Closed	-$4.05M	–	843
2014 Q3	$4.05M	Buy	70,243 +2,251	+3%	+$121K	0.2%	124
2014 Q2	$3.67M	Buy	67,992 +4,108	+6%	+$230K	0.18%	137
2014 Q1	$4.15M	Buy	+63,884	New	+$3.95M	0.23%	101

Other funds holding TCBI

BlackRock New York $5.72T AUM 30.48% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Stephens Inc's TCBI Position: Q1 2026 in Review

Stephens Inc held its Texas Capital Bancshares (TCBI) position steady in Q1 2026 at 2,500 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Stephens Inc first reported a position in TCBI in Q1 2014 and has held it in 19 quarters since. The position peaked at $4.15M in Q1 2014. 338 funds tracked by Wall St. Rank hold TCBI as of Q1 2026.

Stephens Inc held 2,500 shares of Texas Capital Bancshares worth $237K as of Q1 2026.
Stephens Inc left its Texas Capital Bancshares share count unchanged in Q1 2026.
Texas Capital Bancshares made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1135 holding.
Stephens Inc first reported a position in Texas Capital Bancshares in Q1 2014 and has held it in 19 quarters since.
Stephens Inc's Texas Capital Bancshares position peaked at $4.15M in Q1 2014.
338 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.