Texas Capital Bank Wealth Management Services’s Heartbeam BEAT Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,000	Closed	-$24K	–	352
2025 Q4	$24K	Hold	10,000	–	–	﹤0.01%	335
2025 Q3	$16.5K	Hold	10,000	–	–	﹤0.01%	255
2025 Q2	$12.5K	Hold	10,000	–	–	﹤0.01%	224
2025 Q1	$20.1K	Hold	10,000	–	–	﹤0.01%	209
2024 Q4	$23K	Hold	10,000	–	–	﹤0.01%	161
2024 Q3	$23.2K	Hold	10,000	–	–	﹤0.01%	200
2024 Q2	$25.7K	Hold	10,000	–	–	﹤0.01%	196
2024 Q1	$21.8K	Hold	10,000	–	–	﹤0.01%	197
2023 Q4	$23.5K	Hold	10,000	–	–	﹤0.01%	203
2023 Q3	$21.5K	Hold	10,000	–	–	﹤0.01%	208
2023 Q2	$24.1K	Buy	+10,000	New	+$23.1K	﹤0.01%	226

Other funds holding BEAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Texas Capital Bank Wealth Management Services's BEAT Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 10,000 shares — an estimated $24K sold.

Texas Capital Bank Wealth Management Services first reported a position in BEAT in Q2 2023 and held it in 11 quarters. The position peaked at $25.7K in Q2 2024. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Texas Capital Bank Wealth Management Services reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 10,000 Heartbeam shares in Q1 2026, an estimated $24K.
Texas Capital Bank Wealth Management Services first reported a position in Heartbeam in Q2 2023 and held it in 11 quarters.
Texas Capital Bank Wealth Management Services's Heartbeam position peaked at $25.7K in Q2 2024.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.