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Venturi Wealth Management’s Texas Capital Bancshares TCBI Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-470
Closed -$36.8K – 1683
2024
Q4 		$36.8K Buy
+470
New +$38.1K ﹤0.01% 1114

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NRCM
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AQR Capital Management
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Geode Capital Management
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Barrow, Hanley, Mewhinney & Strauss
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Venturi Wealth Management's TCBI Position: Q1 2025 in Review

Venturi Wealth Management sold out of Texas Capital Bancshares (TCBI) in Q1 2025, closing a stake of 470 shares — an estimated $36.8K sold.

Venturi Wealth Management first reported a position in TCBI in Q4 2024 and held it in 1 quarter. The position peaked at $36.8K in Q4 2024. 304 funds tracked by Wall St. Rank hold TCBI as of Q1 2025.

  • Venturi Wealth Management reported no remaining Texas Capital Bancshares position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 470 Texas Capital Bancshares shares in Q1 2025, an estimated $36.8K.
  • Venturi Wealth Management first reported a position in Texas Capital Bancshares in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Texas Capital Bancshares position peaked at $36.8K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.