Texas Capital Bank Wealth Management Services Inc
BankPosition in MS — Morgan Stanley
CIK 1802655
Dallas, TX
Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,161,785
+$1,486,038 QoQ
Shares Held
62,963
-11.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#496
of 2,723 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 96%
Shared 3%
None 1%
Common Shares in MS 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. MS ranks #1 (90.5% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,161,785 | 62,963 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,675,747 | 70,947 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $13,154,439 | 74,097 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $10,970,942 | 69,017 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,488,892 | 67,364 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,333,738 | 71,430 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,523,769 | 83,708 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,858,940 | 84,986 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,051,413 | 82,842 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $7,439,864 | 79,013 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,285,982 | 67,410 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,645,602 | 69,127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,874,016 | 80,492 | Shares | Sole | 2023-08-09 | |
| 2020-09-30 | $389,459 | 8,055 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||