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Texas Capital Bank Wealth Management Services’s Truist Financial TFC Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$716K Sell
15,572
-92
-0.6% -$4.55K 0.04% 172
2025
Q4 		$771K Buy
15,664
+5
+0% +$230 0.04% 164
2025
Q3 		$716K Buy
15,659
+9,845
+169% +$444K 0.06% 113
2025
Q2 		$250K Sell
5,814
-103
-2% -$4.03K 0.02% 195
2025
Q1 		$243K Buy
+5,917
New +$264K 0.02% 182

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services reduced its Truist Financial (TFC) stake by 0.59% in Q1 2026, selling an estimated $4.55K and leaving 15,572 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #172.

Texas Capital Bank Wealth Management Services first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $771K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 15,572 shares of Truist Financial worth $716K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 92 Truist Financial shares in Q1 2026, an estimated $4.55K.
  • Truist Financial made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #172 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • Texas Capital Bank Wealth Management Services's Truist Financial position peaked at $771K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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