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Texas Capital Bank Wealth Management Services’s ProShares Ultra Financials UYG Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Hold
3,829
– – 0.02% 288
2025
Q4 		$351K Buy
+3,829
New +$365K 0.02% 233

Other funds holding UYG

CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $929M AUM 53.07% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services held its ProShares Ultra Financials (UYG) position steady in Q1 2026 at 3,829 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #288.

Texas Capital Bank Wealth Management Services first reported a position in UYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $351K in Q4 2025. 62 funds tracked by Wall St. Rank hold UYG as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,829 shares of ProShares Ultra Financials worth $281K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services left its ProShares Ultra Financials share count unchanged in Q1 2026.
  • ProShares Ultra Financials made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #288 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in ProShares Ultra Financials in Q4 2025 and has held it in 2 quarters since.
  • Texas Capital Bank Wealth Management Services's ProShares Ultra Financials position peaked at $351K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2026.

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