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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
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

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 $3.37T AUM 44.26% 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

SYM Financial Corp's TCBI Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Texas Capital Bancshares (TCBI) in Q2 2026: 2,192 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #339 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in TCBI as recently as Q2 2025.

SYM Financial Corp first reported a position in TCBI in Q4 2024 and has held it in 4 quarters since. The position peaked at $271K in Q1 2025. 374 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • SYM Financial Corp held 2,192 shares of Texas Capital Bancshares worth $226K as of Q2 2026.
  • Texas Capital Bancshares was a new SYM Financial Corp position in Q2 2026.
  • Texas Capital Bancshares made up 0.02% of SYM Financial Corp's portfolio in Q2 2026, its #339 holding.
  • SYM Financial Corp first reported a position in Texas Capital Bancshares in Q4 2024 and has held it in 4 quarters since.
  • SYM Financial Corp's Texas Capital Bancshares position peaked at $271K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.