Texas Capital Bank Wealth Management Services Inc
BankPosition in TCBI — Texas Capital Bancshares Inc/Tx
CIK 1802655
Dallas, TX
Position in TCBI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$29,613,108
-$6,394,421 QoQ
Shares Held
286,782
-24.4% QoQ
Ownership
0.660%
of shares outstanding
% of Portfolio
3.15%
of 13F equity value
Holder Rank
#36
of 372 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in TCBI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $43,530,053 across 11 Banks - Regional names. TCBI ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
This page
|
286,782 | $29,613,108 | |
| 2 | ISTR |
Investar Holding Corp
|
168,779 | $5,056,618 | |
| 3 | 89,267 | $3,509,978 | |||
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
5,778 | $1,422,659 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,366 | $1,052,558 | |
| 6 | TFC |
Truist Financial Corp
|
15,284 | $761,448 | |
| 7 | SSB |
SouthState Bank Corp
|
6,274 | $626,772 | |
| 8 | USB |
US Bancorp De
|
8,708 | $525,963 |
All Filings in TCBI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,613,108 | 286,782 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $36,007,529 | 379,506 | Shares | Other | 2026-05-11 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||