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Texas Capital Bank Wealth Management Services’s Broadridge BR Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Buy
1,830
+211
+13% +$40.1K 0.02% 279
2025
Q4 		$361K Sell
1,619
-139
-8% -$31.7K 0.02% 231
2025
Q3 		$419K Sell
1,758
-106
-6% -$26.4K 0.03% 161
2025
Q2 		$453K Buy
1,864
+42
+2% +$9.98K 0.04% 145
2025
Q1 		$442K Buy
1,822
+84
+5% +$19.8K 0.04% 135
2024
Q4 		$393K Buy
1,738
+21
+1% +$4.7K 0.04% 121
2024
Q3 		$369K Sell
1,717
-18
-1% -$3.77K 0.04% 136
2024
Q2 		$342K Buy
1,735
+154
+10% +$30.5K 0.04% 144
2024
Q1 		$324K Buy
1,581
+55
+4% +$11.1K 0.04% 152
2023
Q4 		$314K Sell
1,526
-80
-5% -$14.8K 0.04% 145
2023
Q3 		$288K Buy
1,606
+100
+7% +$17.7K 0.04% 156
2023
Q2 		$249K Sell
1,506
-425
-22% -$64.3K 0.03% 181
2023
Q1 		$283K Sell
1,931
-80
-4% -$11.4K 0.03% 146
2022
Q4 		$270K Buy
2,011
+115
+6% +$16.3K 0.03% 134
2022
Q3 		$274K Sell
1,896
-10
-0.5% -$1.62K 0.04% 118
2022
Q2 		$272K Sell
1,906
-40
-2% -$5.8K 0.03% 119
2022
Q1 		$303K Sell
1,946
-24
-1% -$3.68K 0.03% 133
2021
Q4 		$360K Sell
1,970
-80
-4% -$14.1K 0.03% 127
2021
Q3 		$342K Sell
2,050
-80
-4% -$13.6K 0.04% 118
2021
Q2 		$344K Buy
2,130
+10
+0.5% +$1.6K 0.04% 114
2021
Q1 		$325K Buy
2,120
+40
+2% +$5.91K 0.05% 112
2020
Q4 		$319K Buy
2,080
+70
+3% +$10.2K 0.05% 108
2020
Q3 		$265K Sell
2,010
-30
-1% -$4.01K 0.04% 133
2020
Q2 		$257K Sell
2,040
-270
-12% -$31.3K 0.06% 94
2020
Q1 		$219K Buy
2,310
+112
+5% +$12.8K 0.06% 98
2019
Q4 		$272K Buy
+2,198
New +$269K 0.06% 104

Other funds holding BR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its Broadridge (BR) stake by 13% in Q1 2026, buying an estimated $40.1K and bringing the position to 1,830 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #279.

Texas Capital Bank Wealth Management Services first reported a position in BR in Q4 2019 and has held it in 26 quarters since. The position peaked at $453K in Q2 2025. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 1,830 shares of Broadridge worth $297K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 211 Broadridge shares in Q1 2026, an estimated $40.1K.
  • Broadridge made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #279 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Broadridge in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's Broadridge position peaked at $453K in Q2 2025.
  • 1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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