Texas Capital Bank Wealth Management Services’s S&P Global SPGI Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	515 +28	+6%	+$13K	0.01%	324
2025 Q4	$255K	Buy	487 +61	+14%	+$30.2K	0.01%	280
2025 Q3	$207K	Buy	+426	New	+$228K	0.02%	242

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its S&P Global (SPGI) stake by 5.7% in Q1 2026, buying an estimated $13K and bringing the position to 515 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #324.

Texas Capital Bank Wealth Management Services first reported a position in SPGI in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q4 2025. 2,108 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Texas Capital Bank Wealth Management Services held 515 shares of S&P Global worth $219K as of Q1 2026.
Texas Capital Bank Wealth Management Services bought 28 S&P Global shares in Q1 2026, an estimated $13K.
S&P Global made up 0.01% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #324 holding.
Texas Capital Bank Wealth Management Services first reported a position in S&P Global in Q3 2025 and has held it in 3 quarters since.
Texas Capital Bank Wealth Management Services's S&P Global position peaked at $255K in Q4 2025.
2,108 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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