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 Q3	$70K	Sell	752 -22	-3%	-$2.18K	0.02%	391
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

True Wealth Design's TCBI Position: Q3 2026 in Review

True Wealth Design reduced its Texas Capital Bancshares (TCBI) stake by 2.8% in Q3 2026, selling an estimated $2.18K and leaving 752 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #391.

True Wealth Design first reported a position in TCBI in Q4 2024 and has held it in 8 quarters since. The position peaked at $79.9K in Q2 2026. 61 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

True Wealth Design held 752 shares of Texas Capital Bancshares worth $70K as of Q3 2026.
True Wealth Design sold 22 Texas Capital Bancshares shares in Q3 2026, an estimated $2.18K.
Texas Capital Bancshares made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #391 holding.
True Wealth Design first reported a position in Texas Capital Bancshares in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Texas Capital Bancshares position peaked at $79.9K in Q2 2026.
61 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.