Turtle Creek Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Turtle Creek Wealth Advisors’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	$1.02M	Buy	9,917 +276	+3%	+$27.7K	0.05%	162
2026 Q1	$915K	Hold	9,641	–	–	0.07%	149
2025 Q4	$873K	Hold	9,641	–	–	0.07%	171
2025 Q3	$815K	Hold	9,641	–	–	0.07%	154
2025 Q2	$765K	Buy	+9,641	New	+$691K	0.09%	128
2024 Q4	–	Sell	-9,641	Closed	-$689K	–	152
2024 Q3	$689K	Hold	9,641	–	–	0.14%	85
2024 Q2	$589K	Sell	9,641 -1,434	-13%	-$84.7K	0.14%	85
2024 Q1	$682K	Sell	11,075 -917	-8%	-$55.5K	0.17%	80
2023 Q4	$775K	Buy	+11,992	New	+$691K	0.23%	76

Other funds holding TCBI

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAM

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Turtle Creek Wealth Advisors's TCBI Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Texas Capital Bancshares (TCBI) stake by 2.9% in Q2 2026, buying an estimated $27.7K and bringing the position to 9,917 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #162.

Turtle Creek Wealth Advisors first reported a position in TCBI in Q4 2023 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

Turtle Creek Wealth Advisors held 9,917 shares of Texas Capital Bancshares worth $1.02M as of Q2 2026.
Turtle Creek Wealth Advisors bought 276 Texas Capital Bancshares shares in Q2 2026, an estimated $27.7K.
Texas Capital Bancshares made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Turtle Creek Wealth Advisors first reported a position in Texas Capital Bancshares in Q4 2023 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.