Texas Capital Bank Wealth Management Services Inc
BankPosition in BNY — Bank of New York Mellon Corp
CIK 1802655
Dallas, TX
Position in BNY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$542,432
+$105,637 QoQ
Shares Held
3,751
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,158
of 1,868 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $27,358,323 across 8 Banks - Diversified names. BNY ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
60,118 | $19,678,424 | |
| 2 | C |
Citigroup Inc
|
19,886 | $2,783,243 | |
| 3 | BAC |
Bank Of America Corp /De/
|
45,201 | $2,575,552 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,704 | $884,578 | |
| 5 | BNY |
Bank of New York Mellon Corp
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|
3,751 | $542,432 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,528 | $393,211 | |
| 7 | UBS |
UBS Group AG
|
5,281 | $261,726 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,024 | $239,157 |
All Filings in BNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,432 | 3,751 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $436,795 | 3,682 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $412,583 | 3,554 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||