TCBWMS
ZEO

Texas Capital Bank Wealth Management Services’s Zeo Energy ZEO Stock Holding History

Texas Capital Bank Wealth Management Services’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.6K Hold
70,795
– – ﹤0.01% 341
2025
Q4 		$77.2K Buy
+70,795
New +$97K ﹤0.01% 330

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services held its Zeo Energy (ZEO) position steady in Q1 2026 at 70,795 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Texas Capital Bank Wealth Management Services first reported a position in ZEO in Q4 2025 and has held it in 2 quarters since. The position peaked at $77.2K in Q4 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 70,795 shares of Zeo Energy worth $40.6K as of Q1 2026.
  • Texas Capital Bank Wealth Management Services left its Zeo Energy share count unchanged in Q1 2026.
  • Zeo Energy made up ﹤0.01% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #341 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Zeo Energy in Q4 2025 and has held it in 2 quarters since.
  • Texas Capital Bank Wealth Management Services's Zeo Energy position peaked at $77.2K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

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