Wedge Capital Management’s Texas Capital Bancshares TCBI Stock Holding History

Wedge Capital 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
2026 Q3	$4.19M	Buy	45,093 +23,484	+109%	+$2.33M	0.07%	214
2026 Q2	$2.23M	Sell	21,609 -1,105	-5%	-$111K	0.04%	316
2026 Q1	$2.16M	Buy	+22,714	New	+$2.22M	0.04%	332
2021 Q1	–	Sell	-349,549	Closed	-$20.8M	–	589
2020 Q4	$20.8M	Sell	349,549 -237,598	-40%	-$11.7M	0.24%	155
2020 Q3	$18.3M	Buy	587,147 +9,042	+2%	+$285K	0.24%	147
2020 Q2	$17.8M	Sell	578,105 -58,797	-9%	-$1.65M	0.25%	143
2020 Q1	$14.1M	Buy	636,902 +133,213	+26%	+$6.18M	0.24%	141
2019 Q4	$28.6M	Buy	503,689 +92,272	+22%	+$5.26M	0.32%	129
2019 Q3	$22.5M	Sell	411,417 -5,114	-1%	-$291K	0.26%	130
2019 Q2	$25.6M	Sell	416,531 -6,514	-2%	-$396K	0.29%	125
2019 Q1	$23.1M	Sell	423,045 -51,185	-11%	-$2.97M	0.26%	124
2018 Q4	$24.2M	Buy	+474,230	New	+$29.9M	0.3%	118

Other funds holding TCBI

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

SFL

Scheeler Financial LLC West Chester, Ohio $132M AUM

Wedge Capital Management's TCBI Position: Q3 2026 in Review

Wedge Capital Management increased its Texas Capital Bancshares (TCBI) stake by 109% in Q3 2026, buying an estimated $2.33M and bringing the position to 45,093 shares worth $4.19M. The position accounts for 0.07% of the portfolio, ranked #214.

Wedge Capital Management first reported a position in TCBI in Q4 2018 and has held it in 12 quarters since. The position peaked at $28.6M in Q4 2019. 21 funds tracked by Wall St. Rank hold TCBI as of Q3 2026.

Wedge Capital Management held 45,093 shares of Texas Capital Bancshares worth $4.19M as of Q3 2026.
Wedge Capital Management bought 23,484 Texas Capital Bancshares shares in Q3 2026, an estimated $2.33M.
Texas Capital Bancshares made up 0.07% of Wedge Capital Management's portfolio in Q3 2026, its #214 holding.
Wedge Capital Management first reported a position in Texas Capital Bancshares in Q4 2018 and has held it in 12 quarters since.
Wedge Capital Management's Texas Capital Bancshares position peaked at $28.6M in Q4 2019.
21 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.