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SYM Financial Corp’s Texas Capital Bancshares TCBI Stock Holding History

SYM Financial Corp’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
-3,120
Closed -$248K – 462
2025
Q2 		$248K Sell
3,120
-513
-14% -$36.8K 0.03% 257
2025
Q1 		$271K Buy
3,633
+1,018
+39% +$79.1K 0.03% 188
2024
Q4 		$204K Buy
+2,615
New +$212K 0.03% 233

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

SYM Financial Corp's TCBI Position: Q3 2025 in Review

SYM Financial Corp sold out of Texas Capital Bancshares (TCBI) in Q3 2025, closing a stake of 3,120 shares — an estimated $248K sold.

SYM Financial Corp first reported a position in TCBI in Q4 2024 and held it in 3 quarters. The position peaked at $271K in Q1 2025. 333 funds tracked by Wall St. Rank hold TCBI as of Q3 2025.

  • SYM Financial Corp reported no remaining Texas Capital Bancshares position as of Q3 2025 after selling out during the quarter.
  • SYM Financial Corp sold 3,120 Texas Capital Bancshares shares in Q3 2025, an estimated $248K.
  • SYM Financial Corp first reported a position in Texas Capital Bancshares in Q4 2024 and held it in 3 quarters.
  • SYM Financial Corp's Texas Capital Bancshares position peaked at $271K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2025.

Based on SYM Financial Corp's 13F filing for Q3 2025, filed 3 Nov 2025.