Texas Capital Bank Wealth Management Services Inc
BankPosition in USB — US Bancorp De
CIK 1802655
Dallas, TX
Position in USB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$525,963
+$26,980 QoQ
Shares Held
8,708
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,222
of 2,059 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 45%
Shared 55%
None 0%
Common Shares in USB 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. USB ranks #8 (1.2% 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
|
15,284 | $761,448 | |
| 7 | SSB |
SouthState Bank Corp
|
6,274 | $626,772 | |
| 8 | USB |
US Bancorp De
This page
|
8,708 | $525,963 |
All Filings in USB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,963 | 8,708 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $498,983 | 9,594 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $532,479 | 9,979 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $477,548 | 9,881 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $525,669 | 11,617 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $428,026 | 10,138 | Shares | Sole | 2025-05-14 | |
| 2023-09-30 | $288,349 | 8,722 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $352,107 | 10,657 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,558,288 | 181,922 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $7,741,996 | 177,528 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $8,026,502 | 199,070 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,293,080 | 180,206 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,478,380 | 215,962 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,341,958 | 201,922 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,361,736 | 207,970 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,807,567 | 137,047 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,851,360 | 123,872 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,529,580 | 118,686 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,852,763 | 79,575 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,554,571 | 69,380 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,451,447 | 42,132 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||