Texas Capital Bank Wealth Management Services Inc
BankPosition in UBS — UBS Group AG
CIK 1802655
Dallas, TX
Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$261,726
+$55,398 QoQ
Shares Held
5,281
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#515
of 758 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $27,358,323 across 8 Banks - Diversified names. UBS ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
60,118 | $19,678,424 | |
| 2 | C |
Citigroup Inc
|
19,886 | $2,783,243 | |
| 3 | BAC |
Bank Of America Corp /De/
|
45,201 | $2,575,552 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,704 | $884,578 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,751 | $542,432 | |
| 6 | BNS |
Bank Of Nova Scotia
|
4,528 | $393,211 | |
| 7 | UBS |
UBS Group AG
This page
|
5,281 | $261,726 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,024 | $239,157 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,726 | 5,281 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $206,328 | 5,281 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $244,563 | 5,281 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $216,521 | 5,281 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||