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 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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return