Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Texas Capital Bancshares TCBI Stock Holding History

Steward Partners Investment Advisory’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 		$1.14K Buy
+11
New +$1.1K ﹤0.01% 4352
2025
Q3 		– Sell
-10
Closed -$794 – 4391
2025
Q2 		$794 Sell
10
-6
-38% -$430 ﹤0.01% 3906
2025
Q1 		$1.2K Sell
16
-39
-71% -$3.03K ﹤0.01% 3738
2024
Q4 		$4.3K Sell
55
-15
-21% -$1.22K ﹤0.01% 3411
2024
Q3 		$5K Buy
70
+12
+21% +$785 ﹤0.01% 3186
2024
Q2 		$3.55K Sell
58
-50
-46% -$2.95K ﹤0.01% 3144
2024
Q1 		$6.65K Hold
108
– – ﹤0.01% 2958
2023
Q4 		$6.98K Sell
108
-1,000
-90% -$57.6K ﹤0.01% 2844
2023
Q3 		$65.3K Hold
1,108
– – ﹤0.01% 1783
2023
Q2 		$57.1K Hold
1,108
– – ﹤0.01% 1825
2023
Q1 		$54.2K Hold
1,108
– – ﹤0.01% 1832
2022
Q4 		$66.8K Hold
1,108
– – ﹤0.01% 1723
2022
Q3 		$65K Hold
1,108
– – ﹤0.01% 1670
2022
Q2 		$58K Hold
1,108
– – ﹤0.01% 1735
2022
Q1 		$63K Hold
1,108
– – ﹤0.01% 1803
2021
Q4 		$67K Hold
1,108
– – ﹤0.01% 1767
2021
Q3 		$67K Hold
1,108
– – ﹤0.01% 1734
2021
Q2 		$70K Sell
1,108
-155
-12% -$10.4K ﹤0.01% 2733
2021
Q1 		$89.6K Buy
1,263
+155
+14% +$11.4K ﹤0.01% 1683
2020
Q4 		$66K Buy
1,108
+1,000
+926% +$49.4K ﹤0.01% 1536
2020
Q3 		$3K Hold
108
– – ﹤0.01% 2524
2020
Q2 		$3K Hold
108
– – ﹤0.01% 2417
2020
Q1 		$2K Hold
108
– – ﹤0.01% 2320
2019
Q4 		$6K Hold
108
– – ﹤0.01% 2198
2019
Q3 		$5K Hold
108
– – ﹤0.01% 2257
2019
Q2 		$6K Buy
+108
New +$6.56K ﹤0.01% 2176

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's TCBI Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Texas Capital Bancshares (TCBI) in Q2 2026: 11 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #4352 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in TCBI as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in TCBI in Q2 2019 and has held it in 26 quarters since. The position peaked at $89.6K in Q1 2021. 375 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Steward Partners Investment Advisory held 11 shares of Texas Capital Bancshares worth $1.14K as of Q2 2026.
  • Texas Capital Bancshares was a new Steward Partners Investment Advisory position in Q2 2026.
  • Texas Capital Bancshares made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4352 holding.
  • Steward Partners Investment Advisory first reported a position in Texas Capital Bancshares in Q2 2019 and has held it in 26 quarters since.
  • Steward Partners Investment Advisory's Texas Capital Bancshares position peaked at $89.6K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.