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Texas Capital Bank Wealth Management Services’s LPL Financial LPLA Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Buy
786
+5
+0.6% +$1.68K 0.01% 313
2025
Q4 		$279K Hold
781
– – 0.02% 267
2025
Q3 		$260K Buy
+781
New +$283K 0.02% 217

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VPM
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Janus Henderson Group
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VCM
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Principal Financial Group
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SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its LPL Financial (LPLA) stake by 0.64% in Q1 2026, buying an estimated $1.68K and bringing the position to 786 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #313.

Texas Capital Bank Wealth Management Services first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 786 shares of LPL Financial worth $236K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 5 LPL Financial shares in Q1 2026, an estimated $1.68K.
  • LPL Financial made up 0.01% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #313 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • Texas Capital Bank Wealth Management Services's LPL Financial position peaked at $279K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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