TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC
Holdings in TCBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $31,606,517 | 349,089 | Shares | Other | 2026-02-09 |
| 2025-09-30 | $21,099,279 | 249,607 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $19,865,165 | 250,191 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $18,630,254 | 249,401 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $830,171 | 10,616 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $436,477 | 6,108 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $612,378 | 10,016 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $906,016 | 14,720 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,356,712 | 20,992 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $577,867 | 9,811 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $464,736 | 9,024 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $337,628 | 6,896 | Shares | Other | 2023-05-11 |
| 2022-12-31 | $374,283 | 6,206 | Shares | Other | 2023-02-09 |
| 2022-06-30 | $526,979 | 10,011 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $573,730 | 10,011 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $560,807 | 9,308 | Shares | Sole | 2022-02-07 |
| 2021-09-30 | $558,666 | 9,308 | Shares | Sole | 2021-11-05 |