True Wealth Design’s Texas Capital Bancshares TCBI Stock Holding History

True Wealth Design’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	$79.9K	Sell	774 -24	-3%	-$2.41K	0.02%	323
2026 Q1	$75.7K	Buy	798 +115	+17%	+$11.2K	0.02%	283
2025 Q4	$61.8K	Buy	683 +40	+6%	+$3.51K	0.02%	278
2025 Q3	$54.4K	Buy	643 +332	+107%	+$28.4K	0.02%	296
2025 Q2	$24.7K	Buy	311 +112	+56%	+$8.03K	0.01%	334
2025 Q1	$14.9K	Buy	199 +196	+6,533%	+$15.2K	0.01%	392
2024 Q4	$235	Buy	+3	New	+$243	﹤0.01%	1197

Other funds holding TCBI

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

True Wealth Design's TCBI Position: Q2 2026 in Review

True Wealth Design reduced its Texas Capital Bancshares (TCBI) stake by 3% in Q2 2026, selling an estimated $2.41K and leaving 774 shares worth $79.9K. The position accounts for 0.02% of the portfolio, ranked #323.

True Wealth Design first reported a position in TCBI in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

True Wealth Design held 774 shares of Texas Capital Bancshares worth $79.9K as of Q2 2026.
True Wealth Design sold 24 Texas Capital Bancshares shares in Q2 2026, an estimated $2.41K.
Texas Capital Bancshares made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #323 holding.
True Wealth Design first reported a position in Texas Capital Bancshares in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.