SPIA
TCBI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Steward Partners Investment Advisory's TCBI Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Texas Capital Bancshares (TCBI) in Q3 2025, closing a stake of 10 shares — an estimated $794 sold.

Steward Partners Investment Advisory first reported a position in TCBI in Q2 2019 and held it in 25 quarters. The position peaked at $89.6K in Q1 2021. 333 funds tracked by Wall St. Rank hold TCBI as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Texas Capital Bancshares position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 Texas Capital Bancshares shares in Q3 2025, an estimated $794.
  • Steward Partners Investment Advisory first reported a position in Texas Capital Bancshares in Q2 2019 and held it in 25 quarters.
  • Steward Partners Investment Advisory's Texas Capital Bancshares position peaked at $89.6K in Q1 2021.
  • 333 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.