TCBWMS
GRNI

Texas Capital Bank Wealth Management Services’s Fundstrat Granny Shots US Large Cap & Income ETF GRNI Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio GRNI Stock Details GRNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Buy
116,985
+10,663
+10% +$221K 0.13% 89
2026
Q1 		$2.03M Buy
106,322
+3,753
+4% +$75.2K 0.12% 93
2025
Q4 		$2.08M Buy
+102,569
New +$2.09M 0.12% 86

Other funds holding GRNI

LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LJCM
Lee Johnson Capital Management Fort Worth, Texas $320M AUM 60.02% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its Fundstrat Granny Shots US Large Cap & Income ETF (GRNI) stake by 10% in Q2 2026, buying an estimated $221K and bringing the position to 116,985 shares worth $2.47M. The position accounts for 0.13% of the portfolio, ranked #89.

Texas Capital Bank Wealth Management Services first reported a position in GRNI in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold GRNI as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 116,985 shares of Fundstrat Granny Shots US Large Cap & Income ETF worth $2.47M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services bought 10,663 Fundstrat Granny Shots US Large Cap & Income ETF shares in Q2 2026, an estimated $221K.
  • Fundstrat Granny Shots US Large Cap & Income ETF made up 0.13% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #89 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Fundstrat Granny Shots US Large Cap & Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held Fundstrat Granny Shots US Large Cap & Income ETF as of Q2 2026.

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