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Texas Capital Bank Wealth Management Services’s Citigroup C Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Sell
19,886
-1,487
-7% -$194K 0.15% 81
2026
Q1 		$2.42M Sell
21,373
-1
-0% -$114 0.14% 82
2025
Q4 		$2.49M Buy
21,374
+3,898
+22% +$405K 0.14% 76
2025
Q3 		$1.77M Buy
17,476
+2,879
+20% +$273K 0.15% 71
2025
Q2 		$1.24M Buy
14,597
+1,231
+9% +$89K 0.12% 79
2025
Q1 		$949K Buy
13,366
+85
+0.6% +$6.48K 0.1% 86
2024
Q4 		$935K Buy
+13,281
New +$895K 0.1% 72
2024
Q1 		– Sell
-6,372
Closed -$328K – 209
2023
Q4 		$328K Sell
6,372
-9,992
-61% -$442K 0.04% 139
2023
Q3 		$673K Buy
16,364
+113
+0.7% +$4.96K 0.09% 102
2023
Q2 		$748K Buy
16,251
+824
+5% +$38.6K 0.08% 105
2023
Q1 		$723K Sell
15,427
-10,000
-39% -$491K 0.08% 102
2022
Q4 		$1.15M Hold
25,427
– – 0.14% 71
2022
Q3 		$1.06M Buy
+25,427
New +$1.26M 0.14% 74
2020
Q4 		– Sell
-17,330
Closed -$747K – 136
2020
Q3 		$747K Buy
+17,330
New +$863K 0.12% 87

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's C Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Citigroup (C) stake by 7% in Q2 2026, selling an estimated $194K and leaving 19,886 shares worth $2.78M. The position accounts for 0.15% of the portfolio, ranked #81.

Texas Capital Bank Wealth Management Services first reported a position in C in Q3 2020 and has held it in 14 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 19,886 shares of Citigroup worth $2.78M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 1,487 Citigroup shares in Q2 2026, an estimated $194K.
  • Citigroup made up 0.15% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #81 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Citigroup in Q3 2020 and has held it in 14 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.