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Wealthspire Advisors (New York)’s Texas Capital Bancshares TCBI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-107
Closed -$9.04K – 2691
2025
Q3 		$9.04K Buy
+107
New +$9.14K ﹤0.01% 2068

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s TCBI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Texas Capital Bancshares (TCBI) in Q4 2025, closing a stake of 107 shares — an estimated $9.04K sold.

Wealthspire Advisors (New York) first reported a position in TCBI in Q3 2025 and held it in 1 quarter. The position peaked at $9.04K in Q3 2025. 344 funds tracked by Wall St. Rank hold TCBI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Texas Capital Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 107 Texas Capital Bancshares shares in Q4 2025, an estimated $9.04K.
  • Wealthspire Advisors (New York) first reported a position in Texas Capital Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Texas Capital Bancshares position peaked at $9.04K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.