Turtle Creek Wealth Advisors, LLC

Position in TCBI — Texas Capital Bancshares Inc/Tx

CIK 2007171 DALLAS, TX

Position in TCBI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,024,029

+$109,291 QoQ

Shares Held

9,917

+2.9% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#179

of 369 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Turtle Creek Wealth Advisors, LLC holds $3,893,413 across 9 Banks - Regional names. TCBI ranks #1 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TCBI	Texas Capital Bancshares Inc/Tx This page	9,917	$1,024,029
2	HBAN	Huntington Bancshares Inc /Md/	39,063	$692,586
3	TFC	Truist Financial Corp	10,443	$520,270
4	USB	US Bancorp De	7,732	$467,012
5	PNC	Pnc Financial Services Group, Inc.	1,819	$447,874
6	MTB	M&T Bank Corp	1,050	$249,910
7	KEY	Keycorp /New/	10,565	$243,523
8	CFG	Citizens Financial Group Inc/Ri	2,953	$206,916

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,024,029	9,917	+2.9%	Shares	Sole	2026-07-27
2026-03-31	$914,738	9,641	0.0%	Shares	Sole	2026-04-27
2025-12-31	$872,896	9,641	0.0%	Shares	Sole	2026-01-28
2025-09-30	$814,953	9,641	0.0%	Shares	Sole	2025-10-29
2025-06-30	$765,495	9,641	0.0%	Shares	Sole	2025-07-28
2024-09-30	$688,945	9,641	0.0%	Shares	Sole	2024-11-06
2024-06-30	$589,450	9,641	-12.9%	Shares	Sole	2024-07-31
2024-03-31	$681,666	11,075	-7.6%	Shares	Sole	2024-04-30
2023-12-31	$775,042	11,992	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.