Valued Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Valued 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	$1.96K	Buy	+19	New	+$1.91K	﹤0.01%	668

Other funds holding TCBI

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

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

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Valued Wealth Advisors's TCBI Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in Texas Capital Bancshares (TCBI) in Q2 2026: 19 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings.

63 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

Valued Wealth Advisors held 19 shares of Texas Capital Bancshares worth $1.96K as of Q2 2026.
Texas Capital Bancshares was a new Valued Wealth Advisors position in Q2 2026.
Texas Capital Bancshares made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #668 holding.
63 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.