Texas Capital Bank Wealth Management Services Inc

Bank

Position in C — Citigroup Inc

CIK 1802655 Dallas, TX

Position in C

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,783,243

+$359,332 QoQ

Shares Held

19,886

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#932

of 2,621 holders

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 74% Shared 4% None 22%

Financial Services · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $27,358,323 across 8 Banks - Diversified names. C ranks #2 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	60,118	$19,678,424
2	C	Citigroup Inc This page	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	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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,783,243	19,886	-7.0%	Shares	Sole	2026-08-07
2026-03-31	$2,423,911	21,373	-0.0%	Shares	Other	2026-05-11
2025-12-31	$2,494,131	21,374	+22.3%	Shares	Other	2026-02-09
2025-09-30	$1,773,814	17,476	+19.7%	Shares	Sole	2025-11-13
2025-06-30	$1,242,495	14,597	+9.2%	Shares	Sole	2025-08-13
2025-03-31	$948,852	13,366	+0.6%	Shares	Sole	2025-05-14
2024-12-31	$934,849	13,281	+108.4%	Shares	Sole	2025-02-13
2023-12-31	$327,775	6,372	-61.1%	Shares	Sole	2024-02-08
2023-09-30	$673,051	16,364	+0.7%	Shares	Sole	2023-11-14
2023-06-30	$748,196	16,251	+5.3%	Shares	Sole	2023-08-09
2023-03-31	$723,372	15,427	-39.3%	Shares	Sole	2023-05-11
2022-12-31	$1,150,063	25,427	0.0%	Shares	Sole	2023-02-09
2022-09-30	$1,059,543	25,427	+46.7%	Shares	Sole	2022-11-03
2020-09-30	$747,096	17,330	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.