Position in TCBI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$361,410
+$29,330 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#239
of 369 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TCBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MCDANIEL TERRY & CO holds $2,440,430 across 3 Banks - Regional names. TCBI ranks #2 (14.8% of the industry book) .
All Filings in TCBI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,410 | 3,500 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $332,080 | 3,500 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $316,890 | 3,500 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||