Texas Capital Bank Wealth Management Services Inc
BankPosition in WFC — Wells Fargo & Company/Mn
CIK 1802655
Dallas, TX
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$884,578
+$117,776 QoQ
Shares Held
10,704
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,445
of 2,859 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 63%
Shared 22%
None 15%
Common Shares in WFC 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. WFC ranks #4 (3.2% 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
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|
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
|
5,281 | $261,726 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,024 | $239,157 |
All Filings in WFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,578 | 10,704 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $766,802 | 9,632 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $758,554 | 8,139 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $382,135 | 4,559 | Shares | Sole | 2025-11-13 | |
| 2023-09-30 | $232,329 | 5,686 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $548,395 | 12,849 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $945,863 | 25,304 | Shares | Sole | 2023-05-11 | |
| 2020-09-30 | $471,422 | 20,052 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||