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Summit Global Investments’s Texas Capital Bancshares TCBI Stock Holding History

Summit Global Investments’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
Q4 		– Sell
-13,761
Closed -$1.16M – 536
2025
Q3 		$1.16M Sell
13,761
-1,975
-13% -$169K 0.07% 172
2025
Q2 		$1.25M Buy
15,736
+691
+5% +$49.5K 0.07% 151
2025
Q1 		$1.12M Buy
+15,045
New +$1.17M 0.08% 155
2024
Q2 		– Sell
-3,744
Closed -$230K – 579
2024
Q1 		$230K Buy
+3,744
New +$227K 0.02% 464

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

Summit Global Investments's TCBI Position: Q4 2025 in Review

Summit Global Investments sold out of Texas Capital Bancshares (TCBI) in Q4 2025, closing a stake of 13,761 shares — an estimated $1.16M sold.

Summit Global Investments first reported a position in TCBI in Q1 2024 and held it in 4 quarters. The position peaked at $1.25M in Q2 2025. 344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

  • Summit Global Investments reported no remaining Texas Capital Bancshares position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 13,761 Texas Capital Bancshares shares in Q4 2025, an estimated $1.16M.
  • Summit Global Investments first reported a position in Texas Capital Bancshares in Q1 2024 and held it in 4 quarters.
  • Summit Global Investments's Texas Capital Bancshares position peaked at $1.25M in Q2 2025.
  • 344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.