Texas Capital Bank Wealth Management Services Inc

All 13F Filings

Location
Dallas, TX
Most recent 13F
Q2 2026
Holdings value ($000)
1,868,124
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/7/2026 349 1,868,124 13F-HR Texas Capital Bank Wealth Management Services Inc
Q1 2026 5/11/2026 346 1,684,936 13F-HR Texas Capital Bank Wealth Management Services Inc
Q4 2025 2/9/2026 338 1,733,640 13F-HR Texas Capital Bank Wealth Management Services Inc
Q3 2025 11/13/2025 256 1,214,118 13F-HR Texas Capital Bank Wealth Management Services Inc
Q2 2025 8/13/2025 224 1,070,857 13F-HR Texas Capital Bank Wealth Management Services Inc
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 827.4 K 44.3% 70.84 K 0 70.84 K
ETFs 1.04 M 55.7% 112.4 K 0 112.4 K
Debt 787 0.0% 0 5 -5
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Fund Snapshot

Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,868,124
Holdings
349
QoQ value change ($000)
183,188 (10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.