Texas Capital Bank Wealth Management Services Inc
BankPosition in TFC — Truist Financial Corp
CIK 1802655
Dallas, TX
Position in TFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$761,448
+$45,604 QoQ
Shares Held
15,284
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#845
of 1,685 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 66%
Shared 34%
None 0%
Common Shares in TFC 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. TFC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
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
This page
|
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 TFC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,448 | 15,284 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $715,844 | 15,572 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $770,825 | 15,664 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $715,929 | 15,659 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $249,943 | 5,814 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $243,484 | 5,917 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||