Texas Capital Bank Wealth Management Services Inc
BankPosition in AMP — Ameriprise Financial Inc
CIK 1802655
Dallas, TX
Position in AMP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$314,250
+$7,170 QoQ
Shares Held
685
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#936
of 1,371 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 15%
Shared 85%
None 0%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $19,124,699 across 15 Asset Management names. AMP ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
250,049 | $4,633,407 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
373,316 | $4,057,944 | |
| 3 | TSLX |
Sixth Street Specialty Lending, Inc.
|
175,700 | $3,016,768 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
183,717 | $2,733,708 | |
| 5 | BLK |
BlackRock, Inc.
|
1,057 | $1,016,368 | |
| 6 | CGBD |
Carlyle Secured Lending, Inc.
|
72,707 | $765,604 | |
| 7 | BX |
Blackstone Inc.
|
4,639 | $545,871 | |
| 8 | OCSL |
Oaktree Specialty Lending Corp
|
40,835 | $487,569 |
All Filings in AMP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,250 | 685 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $307,080 | 691 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $346,180 | 706 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $344,857 | 702 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $310,630 | 582 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $268,681 | 555 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||