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Texas Capital Bank Wealth Management Services’s Texas Capital Bancshares TCBI Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.6M Sell
286,782
-92,724
-24% -$9.3M 1.59% 8
2026
Q1 		$36M Buy
379,506
+30,417
+9% +$2.97M 2.14% 8
2025
Q4 		$31.6M Buy
349,089
+99,482
+40% +$8.73M 1.82% 8
2025
Q3 		$21.1M Sell
249,607
-584
-0.2% -$49.9K 1.74% 8
2025
Q2 		$19.9M Buy
250,191
+790
+0.3% +$56.6K 1.86% 7
2025
Q1 		$18.6M Buy
249,401
+238,785
+2,249% +$18.6M 1.88% 7
2024
Q4 		$830K Buy
10,616
+4,508
+74% +$365K 0.08% 81
2024
Q3 		$436K Sell
6,108
-3,908
-39% -$256K 0.04% 128
2024
Q2 		$612K Sell
10,016
-4,704
-32% -$278K 0.06% 108
2024
Q1 		$906K Sell
14,720
-6,272
-30% -$380K 0.1% 86
2023
Q4 		$1.36M Buy
20,992
+11,181
+114% +$644K 0.16% 61
2023
Q3 		$578K Buy
9,811
+787
+9% +$47.6K 0.07% 110
2023
Q2 		$465K Buy
9,024
+2,128
+31% +$106K 0.05% 127
2023
Q1 		$338K Buy
6,896
+690
+11% +$42.4K 0.04% 137
2022
Q4 		$374K Buy
+6,206
New +$367K 0.05% 119
2022
Q3 		– Sell
-10,011
Closed -$527K – 160
2022
Q2 		$527K Hold
10,011
– – 0.06% 96
2022
Q1 		$574K Buy
10,011
+703
+8% +$44.9K 0.05% 98
2021
Q4 		$561K Hold
9,308
– – 0.05% 102
2021
Q3 		$559K Buy
+9,308
New +$580K 0.06% 94

Other funds holding TCBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its Texas Capital Bancshares (TCBI) stake by 24% in Q2 2026, selling an estimated $9.3M and leaving 286,782 shares worth $29.6M. The position accounts for 1.59% of the portfolio, ranked #8.

Texas Capital Bank Wealth Management Services first reported a position in TCBI in Q3 2021 and has held it in 19 quarters since. The position peaked at $36M in Q1 2026. 375 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 286,782 shares of Texas Capital Bancshares worth $29.6M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 92,724 Texas Capital Bancshares shares in Q2 2026, an estimated $9.3M.
  • Texas Capital Bancshares made up 1.59% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #8 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Texas Capital Bancshares in Q3 2021 and has held it in 19 quarters since.
  • Texas Capital Bank Wealth Management Services's Texas Capital Bancshares position peaked at $36M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

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