True Wealth Design’s Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share TXCP Stock Holding History

True Wealth Design’s Portfolio TXCP Stock Details TXCP 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 TXCP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

True Wealth Design reduced its Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share (TXCP) 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 TXCP in Q4 2024 and has held it in 8 quarters since. The position peaked at $79.9K in Q2 2026. 145 funds tracked by Wall St. Rank hold TXCP as of Q3 2026.

True Wealth Design held 752 shares of Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share worth $70K as of Q3 2026.
True Wealth Design sold 22 Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share shares in Q3 2026, an estimated $2.18K.
Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share 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, Inc. Common Stock, par value $0.01 per share in Q4 2024 and has held it in 8 quarters since.
True Wealth Design's Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share position peaked at $79.9K in Q2 2026.
145 funds tracked by Wall St. Rank held Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share as of Q3 2026.

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