Texas Capital Bank Wealth Management Services Inc
BankPosition in TFC — Truist Financial Corp
CIK 1802655
Dallas, TX
Position in TFC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$715,844
-$54,981 QoQ
Shares Held
15,572
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 67.41587464680195.ToString("F0")%
Shared 32.58412535319805.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Texas Capital Bank Wealth Management Services Inc holds $46,187,960 across 10 Banks - Regional names. TFC ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
379,506 | $36,007,529 | |
| 2 | STEL |
Stellar Bancorp, Inc.
|
82,209 | $3,009,671 | |
| 3 | NBHC |
National Bank Holdings Corp
|
70,475 | $2,759,800 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
5,703 | $1,186,737 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
59,007 | $923,458 | |
| 6 | TFC |
Truist Financial Corp
This page
|
15,572 | $715,844 | |
| 7 | SSB |
SouthState Bank Corp
|
6,274 | $580,470 | |
| 8 | USB |
US Bancorp De
|
9,594 | $498,983 |
All Filings in TFC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||