Texas Capital Bank Wealth Management Services Inc
BankPosition in BR — Broadridge Financial Solutions, Inc.
CIK 1802655
Dallas, TX
Position in BR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$297,338
-$63,974 QoQ
Shares Held
1,830
+13.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35%
Shared 65%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $2,560,866 across 4 Information Technology Services names.
All Filings in BR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $297,338 | 1,830 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $361,312 | 1,619 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $418,702 | 1,758 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $453,007 | 1,864 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $441,762 | 1,822 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,944 | 1,738 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $369,206 | 1,717 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $341,795 | 1,735 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $323,883 | 1,581 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $313,974 | 1,526 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $287,554 | 1,606 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249,438 | 1,506 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $283,026 | 1,931 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $269,735 | 2,011 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $273,630 | 1,896 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $271,700 | 1,906 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $303,011 | 1,946 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $360,155 | 1,970 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $341,612 | 2,050 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $344,058 | 2,130 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $324,572 | 2,120 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $318,656 | 2,080 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $265,320 | 2,010 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $257,427 | 2,040 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $219,057 | 2,310 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||