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Steward Financial Group’s Texas Capital Bancshares TCBI Stock Holding History

Steward Financial 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
2023
Q3 		$2K Buy
+38
New +$2.3K ﹤0.01% 1049
2023
Q2 		– Sell
-26
Closed -$1K – 951
2023
Q1 		$1K Buy
26
+12
+86% +$737 ﹤0.01% 663
2022
Q4 		$0 Buy
+14
New +$827 ﹤0.01% 798
2022
Q3 		– Sell
-14
Closed – – 1176
2022
Q2 		$0 Buy
+14
New +$751 ﹤0.01% 1358

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Steward Financial Group's TCBI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Texas Capital Bancshares (TCBI) in Q3 2023: 38 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TCBI as recently as Q1 2023.

Steward Financial Group first reported a position in TCBI in Q2 2022 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold TCBI as of Q3 2023.

  • Steward Financial Group held 38 shares of Texas Capital Bancshares worth $2K as of Q3 2023.
  • Texas Capital Bancshares was a new Steward Financial Group position in Q3 2023.
  • Texas Capital Bancshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1049 holding.
  • Steward Financial Group first reported a position in Texas Capital Bancshares in Q2 2022 and has held it in 4 quarters since.
  • 245 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.