United Capital Financial Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy	+3,269	New	+$319K	﹤0.01%	1336
2025 Q4	–	Sell	-2,604	Closed	-$220K	–	1407
2025 Q3	$220K	Buy	2,604 +24	+0.9%	+$2.05K	﹤0.01%	1125
2025 Q2	$205K	Buy	+2,580	New	+$185K	﹤0.01%	1044
2025 Q1	–	Sell	-2,582	Closed	-$202K	–	1110
2024 Q4	$202K	Buy	+2,582	New	+$209K	﹤0.01%	1019
2018 Q4	–	Sell	-2,568	Closed	-$212K	–	1365
2018 Q3	$212K	Sell	2,568 -2	-0.1%	-$181	﹤0.01%	1238
2018 Q2	$235K	Sell	2,570 -14	-0.5%	-$1.36K	﹤0.01%	1180
2018 Q1	$232K	Buy	2,584 +13	+0.5%	+$1.22K	﹤0.01%	1188
2017 Q4	$229K	Hold	2,571	–	–	﹤0.01%	1203
2017 Q3	$221K	Sell	2,571 -15	-0.6%	-$1.17K	﹤0.01%	1207
2017 Q2	$200K	Buy	2,586 +41	+2%	+$3.16K	﹤0.01%	1211
2017 Q1	$212K	Sell	2,545 -311	-11%	-$26.1K	﹤0.01%	1170
2016 Q4	$224K	Buy	+2,856	New	+$193K	﹤0.01%	1139