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

United Capital Financial 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	–	Sell	-3,269	Closed	-$310K	–	1732
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	–	1109
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

Other funds holding TCBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

United Capital Financial Advisors's TCBI Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Texas Capital Bancshares (TCBI) in Q2 2026, closing a stake of 3,269 shares — an estimated $310K sold.

United Capital Financial Advisors first reported a position in TCBI in Q4 2016 and held it in 12 quarters. The position peaked at $310K in Q1 2026. 373 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

United Capital Financial Advisors reported no remaining Texas Capital Bancshares position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 3,269 Texas Capital Bancshares shares in Q2 2026, an estimated $310K.
United Capital Financial Advisors first reported a position in Texas Capital Bancshares in Q4 2016 and held it in 12 quarters.
United Capital Financial Advisors's Texas Capital Bancshares position peaked at $310K in Q1 2026.
373 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.