Texas Capital Bank Wealth Management Services Inc
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1802655
Dallas, TX
Position in LPLA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$236,452
-$42,497 QoQ
Shares Held
786
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $14,550,771 across 5 Capital Markets names.
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,452 | 786 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $278,949 | 781 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $259,830 | 781 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||