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

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 374 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.
  • 374 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.