TCBWMS
LPSN

Texas Capital Bank Wealth Management Services’s LivePerson LPSN Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio LPSN Stock Details LPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.6K Buy
+17,170
New +$41.3K ﹤0.01% 347
2025
Q4 		– Sell
-1,300
Closed -$11.4K – 345
2025
Q3 		$11.4K Buy
1,300
+300
+30% +$4.22K ﹤0.01% 256
2025
Q2 		$15.2K Buy
+1,000
New +$11.8K ﹤0.01% 223

Other funds holding LPSN

DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAI
Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services opened a new position in LivePerson (LPSN) in Q2 2026: 17,170 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Texas Capital Bank Wealth Management Services previously reported a position in LPSN as recently as Q3 2025.

Texas Capital Bank Wealth Management Services first reported a position in LPSN in Q2 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold LPSN as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 17,170 shares of LivePerson worth $32.6K as of Q2 2026.
  • LivePerson was a new Texas Capital Bank Wealth Management Services position in Q2 2026.
  • LivePerson made up ﹤0.01% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #347 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in LivePerson in Q2 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held LivePerson as of Q2 2026.

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