Wealth Enhancement Advisory Services
TCBI icon

Wealth Enhancement Advisory Services’s Texas Capital Bancshares TCBI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.8M Buy
19,659
+4,236
+27% +$425K ﹤0.01% 1651
2026
Q1 		$1.48M Buy
15,423
+3,477
+29% +$339K ﹤0.01% 1551
2025
Q4 		$1.14M Buy
11,946
+825
+7% +$72.4K ﹤0.01% 1867
2025
Q3 		$963K Buy
11,121
+2,439
+28% +$208K ﹤0.01% 1893
2025
Q2 		$745K Buy
8,682
+1,614
+23% +$116K ﹤0.01% 1926
2025
Q1 		$528K Buy
+7,068
New +$549K ﹤0.01% 2021

Other funds holding TCBI

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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's TCBI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Texas Capital Bancshares (TCBI) stake by 27% in Q2 2026, buying an estimated $425K and bringing the position to 19,659 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Wealth Enhancement Advisory Services first reported a position in TCBI in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 19,659 shares of Texas Capital Bancshares worth $1.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,236 Texas Capital Bancshares shares in Q2 2026, an estimated $425K.
  • Texas Capital Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1651 holding.
  • Wealth Enhancement Advisory Services first reported a position in Texas Capital Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.