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Texas Capital Bank Wealth Management Services’s Vertiv VRT Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$757K Buy
3,021
+700
+30% +$155K 0.04% 165
2025
Q4 		$376K Hold
2,321
– – 0.02% 227
2025
Q3 		$350K Buy
+2,321
New +$310K 0.03% 180

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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services increased its Vertiv (VRT) stake by 30% in Q1 2026, buying an estimated $155K and bringing the position to 3,021 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #165.

Texas Capital Bank Wealth Management Services first reported a position in VRT in Q3 2025 and has held it in 3 quarters since. 1,826 funds tracked by Wall St. Rank hold VRT as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 3,021 shares of Vertiv worth $757K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 700 Vertiv shares in Q1 2026, an estimated $155K.
  • Vertiv made up 0.04% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #165 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Vertiv in Q3 2025 and has held it in 3 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Vertiv as of Q1 2026.

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