Optimize Financial Inc
Position in TCBI — Texas Capital Bancshares Inc/Tx
CIK 2033266
LAGUNA HILLS, CA
Position in TCBI
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$533,441
+$41,584 QoQ
Shares Held
5,166
-0.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#218
of 372 holders
Holding Since
Sep 2025
4 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, 2026Optimize Financial Inc holds $3,844,045 across 7 Banks - Regional names. TCBI ranks #6 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
3,630 | $595,973 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,303 | $567,044 | |
| 3 | CUBI |
Customers Bancorp, Inc.
|
7,039 | $556,784 | |
| 4 | WTFC |
Wintrust Financial Corp
|
3,438 | $552,555 | |
| 5 | MTB |
M&T Bank Corp
|
2,256 | $536,950 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
This page
|
5,166 | $533,441 | |
| 7 | SSB |
SouthState Bank Corp
|
5,018 | $501,298 |
All Filings in TCBI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,441 | 5,166 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $491,857 | 5,184 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $479,318 | 5,294 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $441,077 | 5,218 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||