Quadrant Private Wealth Management, LLC
Position in TCBI — Texas Capital Bancshares Inc/Tx
CIK 1727454
Center Valley, PA
Position in TCBI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,069,743
+$150,701 QoQ
Shares Held
20,044
-0.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#133
of 372 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TCBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quadrant Private Wealth Management, LLC holds $3,529,961 across 5 Banks - Regional names. TCBI ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
This page
|
20,044 | $2,069,743 | |
| 2 | PFS |
Provident Financial Services Inc
|
20,028 | $473,461 | |
| 3 | TFC |
Truist Financial Corp
|
8,866 | $441,704 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
7,266 | $307,424 | |
| 5 | KB |
KB Financial Group Inc.
|
2,264 | $237,629 |
All Filings in TCBI
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,069,743 | 20,044 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,919,042 | 20,226 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,854,078 | 20,478 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,738,359 | 20,565 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,611,184 | 20,292 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,527,390 | 20,447 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,598,955 | 20,447 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,470,932 | 20,584 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,258,811 | 20,589 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,267,930 | 20,600 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,331,378 | 20,600 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,192,725 | 20,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,063,475 | 20,650 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,072,468 | 21,905 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,321,090 | 21,905 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,144,920 | 21,750 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,183,451 | 20,650 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,075,462 | 17,850 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,143,381 | 19,050 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $790,450 | 12,450 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $882,954 | 12,450 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $859,775 | 14,450 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $477,845 | 15,350 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $523,246 | 16,950 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||