SYM Financial Corp
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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
2026
Q3 		– Sell
-2,192
Closed -$226K – 591
2026
Q2 		$226K Buy
+2,192
New +$220K 0.02% 339
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

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Wedge Capital Management
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Creative Planning
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Tectonic Advisors
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Amalgamated Bank
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LFWA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

SYM Financial Corp's TCBI Position: Q3 2026 in Review

SYM Financial Corp sold out of Texas Capital Bancshares (TCBI) in Q3 2026, closing a stake of 2,192 shares — an estimated $226K sold.

SYM Financial Corp first reported a position in TCBI in Q4 2024 and held it in 4 quarters. The position peaked at $271K in Q1 2025. 80 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

  • SYM Financial Corp reported no remaining Texas Capital Bancshares position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 2,192 Texas Capital Bancshares shares in Q3 2026, an estimated $226K.
  • SYM Financial Corp first reported a position in Texas Capital Bancshares in Q4 2024 and held it in 4 quarters.
  • SYM Financial Corp's Texas Capital Bancshares position peaked at $271K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.