Advertisement
Screener

Texas Capital Bank Wealth Management Services Inc Historic Quarter Change: USA Stocks, Reduced

Texas Capital Bank Wealth Management Services Inc historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Texas Capital Bank Wealth Management Services Inc opened 286 positions, added to 774, reduced 490 and sold out of 167.

  • Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 796,604.
  • Q2 2026: Stock LRCX; Country of operation United States; Class COM NEW; Shares before 62,233.
  • Q2 2026: Stock TCBI; Country of operation United States; Class COM; Shares before 379,506.
  • Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 67,858.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802655), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM796,604739,865-56,739$138,927,657$148,039,656+$9,111,9992026-08-07
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW62,23351,587-10,646$13,296,703$22,354,195+$9,057,4922026-08-07
Q2 2026TCBI
TEXAS CAP BANCSHARES INC
United StatesCOM379,506286,782-92,724$36,007,529$29,613,133-$6,394,3962026-08-07
Q2 2026INTC
INTEL CORP
United StatesCOM67,85857,917-9,941$2,994,573$8,086,951+$5,092,3782026-08-07
Q2 2026AAPL
APPLE INC
United StatesCOM165,892159,817-6,075$42,101,836$46,244,715+$4,142,8792026-08-07
Q2 2026CAT
CATERPILLAR INC
United StatesCOM19,05615,788-3,268$13,500,414$16,812,641+$3,312,2272026-08-07
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A24,0903,357-20,733$3,523,885$391,661-$3,132,2242026-08-07
Q2 2026AMZN
AMAZON COM INC
United StatesCOM66,29545,548-20,747$13,807,259$10,855,910-$2,951,3492026-08-07
Q2 2026UNH
UNITEDHEALTH GROUP INC
United StatesCOM23,28722,258-1,029$6,301,147$9,251,046+$2,949,8992026-08-07
Q2 2026LLY
ELI LILLY & CO
United StatesCOM13,40212,701-701$12,326,757$15,233,960+$2,907,2032026-08-07
Q2 2026XOMXXXX
EXXON MOBIL CORP
COM81,07779,774-1,303$13,755,524$10,906,701-$2,848,8232026-08-07
Q2 2026META
META PLATFORMS INC
United StatesCL A25,36522,460-2,905$14,512,324$12,651,494-$1,860,8302026-08-07
Q2 2026AMD
ADVANCED MICRO DEVICES INC
United StatesCOM24,7265,556-19,170$5,030,010$3,227,536-$1,802,4742026-08-07
Q2 2026MU
MICRON TECHNOLOGY INC
United StatesCOM1,9031,889-14$642,910$2,180,453+$1,537,5432026-08-07
Q2 2026MS
MORGAN STANLEY
United StatesCOM NEW70,94762,963-7,984$11,675,748$13,161,785+$1,486,0372026-08-07
Q2 2026GOOG
ALPHABET INC
United StatesCAP STK CL C28,33227,064-1,268$8,127,435$9,562,444+$1,435,0092026-08-07
Q2 2026BAC
BANK OF AMER CORP
United StatesCOM81,23145,201-36,030$3,960,011$2,575,553-$1,384,4582026-08-07
Q2 2026DGXX
DIGI PWR X INC
COM SUB VTG505,001419,951-85,050$1,025,152$2,288,733+$1,263,5812026-08-07
Q2 2026CVX
CHEVRON CORPORATION
United StatesCOM27,10926,539-570$5,608,853$4,399,104-$1,209,7492026-08-07
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM11,59511,519-76$2,251,053$3,433,469+$1,182,4162026-08-07
Q2 2026AVGO
BROADCOM INC
United StatesCOM17,53116,905-626$5,426,020$6,385,864+$959,8442026-08-07
Q2 2026ABT
ABBOTT LABORATORIES
United StatesCOM13,65910,089-3,570$1,402,370$915,476-$486,8942026-08-07
Q2 2026ADBE
ADOBE INC
United StatesCOM11,29111,266-25$2,744,616$2,309,755-$434,8612026-08-07
Q2 2026LOW
LOWES COS INC
United StatesCOM3,9942,527-1,467$943,702$557,178-$386,5242026-08-07
Q2 2026MCD
MCDONALDS CORP
United StatesCOM5,4604,912-548$1,696,914$1,327,763-$369,1512026-08-07
Q2 2026APH
AMPHENOL CORP
United StatesCL A92,30168,227-24,074$11,662,231$12,029,785+$367,5542026-08-07
Q2 2026C
CITIGROUP INC
United StatesCOM NEW21,37319,886-1,487$2,423,911$2,783,245+$359,3342026-08-07
Q2 2026ADI
ANALOG DEVICES INC
United StatesCOM4,6074,525-82$1,465,671$1,797,195+$331,5242026-08-07
Q2 2026NFLX
NETFLIX INC.
United StatesCOM13,31813,294-24$1,280,525$949,191-$331,3342026-08-07
Q2 2026EFX
EQUIFAX INC
United StatesCOM8,8098,267-542$1,586,237$1,312,138-$274,0992026-08-07
Q2 2026QCOM
QUALCOMM INC
United StatesCOM4,6294,628-1$596,123$855,208+$259,0852026-08-07
Q2 2026KR
KROGER CO
United StatesCOM12,73512,358-377$921,505$686,240-$235,2652026-08-07
Q2 2026MRSH
MARSH & MCLENNAN COS INC
United StatesCOM4,6713,589-1,082$810,185$598,179-$212,0062026-08-07
Q2 2026ORLY
OREILLY AUTOMOTIVE INC
United StatesCOM6,5254,479-2,046$602,323$412,471-$189,8522026-08-07
Q2 2026OCSL
OAKTREE SPECIALTY LENDING
United StatesCOM59,21740,835-18,382$669,152$487,570-$181,5822026-08-07
Q2 2026CRM
SALESFORCE INC
United StatesCOM3,5843,189-395$669,025$499,589-$169,4362026-08-07
Q2 2026WMB
WILLIAMS COS INC
United StatesCOM9,3396,961-2,378$679,693$517,481-$162,2122026-08-07
Q2 2026GILD
GILEAD SCIENCES INC
United StatesCOM8,0447,625-419$1,121,092$963,343-$157,7492026-08-07
Q2 2026ECHO
ECHOSTAR CORP
United StatesCL A8,7238,509-214$1,021,202$863,664-$157,5382026-08-07
Q2 2026UBER
UBER TECHNOLOGIES INC
United StatesCOM6,4534,384-2,069$464,165$316,349-$147,8162026-08-07
Q2 2026FDX
FEDEX CORP
United StatesCOM1,3581,086-272$483,692$340,059-$143,6332026-08-07
Q2 2026LHX
L3HARRIS TECHNOLOGIES INC
United StatesCOM1,8201,669-151$628,173$484,995-$143,1782026-08-07
Q2 2026A
AGILENT TECHNOLOGIES INC
United StatesCOM7,9277,868-59$903,519$1,045,106+$141,5872026-08-07
Q2 2026AXP
AMERICAN EXPRESS CO
United StatesCOM5,4225,265-157$1,640,046$1,780,886+$140,8402026-08-07
Q2 2026V
VISA INC
United StatesCOM CL A12,90511,774-1,131$3,900,408$4,039,542+$139,1342026-08-07
Q2 2026OBDC
BLUE OWL CAPITAL CORPORATION
United StatesCOM379,426373,316-6,110$4,196,452$4,057,945-$138,5072026-08-07
Q2 2026ICLR
ICON PUB LTD CO
SHS2,8502,588-262$315,381$449,561+$134,1802026-08-07
Q2 2026CIFR
CIPHER DIGITAL INC
United StatesCOM28,14020,040-8,100$362,162$490,980+$128,8182026-08-07
Q2 2026MLM
MARTIN MARIETTA MATLS INC
United StatesCOM1,4051,222-183$827,096$704,727-$122,3692026-08-07
Q2 2026APD
AIR PRODUCTS AND CHEMICALS I
United StatesCOM2,4522,035-417$712,282$596,621-$115,6612026-08-07
Q2 2026TEL
TE CONNECTIVITY PLC
ORD SHS3,1012,658-443$648,171$535,880-$112,2912026-08-07
Q2 2026PFE
PFIZER INC
United StatesCOM23,84623,162-684$669,596$557,741-$111,8552026-08-07
Q2 2026KKR
KKR & CO INC
United StatesCOM3,6042,545-1,059$333,370$233,580-$99,7902026-08-07
Q2 2026WM
WASTE MGMT INC DEL
United StatesCOM4,2393,970-269$974,079$884,834-$89,2452026-08-07
Q2 2026BLK
BLACKROCK INC
United StatesCOM1,1481,057-91$1,104,043$1,016,369-$87,6742026-08-07
Q2 2026GD
GENERAL DYNAMICS CORP
United StatesCOM1,199920-279$411,521$325,901-$85,6202026-08-07
Q2 2026ENTG
ENTEGRIS INC
United StatesCOM3,4492,721-728$404,361$489,399+$85,0382026-08-07
Q2 2026NSC
NORFOLK SOUTHN CORP
United StatesCOM2,4381,958-480$699,706$615,968-$83,7382026-08-07
Q2 2026SBUX
STARBUCKS CORP
United StatesCOM7,9577,772-185$712,868$794,221+$81,3532026-08-07
Q2 2026NKE
NIKE INC
United StatesCL B5,6665,538-128$299,278$227,335-$71,9432026-08-07
Q2 2026SCHW
SCHWAB CHARLES CORP
United StatesCOM3,9903,301-689$374,980$304,583-$70,3972026-08-07
Q2 2026CDNS
CADENCE DESIGN SYSTEM INC
United StatesCOM1,4551,253-202$404,301$470,276+$65,9752026-08-07
Q2 2026PGR
PROGRESSIVE CORP
United StatesCOM3,5532,928-625$704,347$639,622-$64,7252026-08-07
Q2 2026CYPH
CYPHERPUNK TECHNOLOGIES INC
United StatesCOM NEW104,20037,600-66,600$82,797$23,022-$59,7752026-08-07
Q2 2026XYL
XYLEM INC
United StatesCOM2,2221,755-467$265,529$207,459-$58,0702026-08-07
Q2 2026CHD
CHURCH & DWIGHT CO INC
United StatesCOM3,0872,455-632$288,078$237,841-$50,2372026-08-07
Q2 2026ITW
ILLINOIS TOOL WKS INC
United StatesCOM1,3611,137-224$354,255$307,524-$46,7312026-08-07
Q2 2026ODFL
OLD DOMINION FREIGHT LINE IN
United StatesCOM2,3141,875-439$452,155$406,125-$46,0302026-08-07
Q2 2026TFC
TRUIST FINL CORP
United StatesCOM15,57215,284-288$715,845$761,449+$45,6042026-08-07
Q2 2026D
DOMINION ENERGY INC
United StatesCOM11,3979,687-1,710$704,563$661,526-$43,0372026-08-07
Q2 2026VRT
VERTIV HOLDINGS CO
United StatesCOM CL A3,0212,136-885$757,019$715,203-$41,8162026-08-07
Q2 2026RJF
RAYMOND JAMES FINL INC
United StatesCOM2,1061,737-369$304,928$264,076-$40,8522026-08-07
Q2 2026HPQ
HP INC
United StatesCOM17,15416,861-293$329,528$369,930+$40,4022026-08-07
Q2 2026PLD
PROLOGIS INC.
United StatesCOM2,7992,496-303$369,972$338,133-$31,8392026-08-07
Q2 2026SHOP
SHOPIFY INC
CL A SUB VTG SHS6,4866,465-21$769,369$738,174-$31,1952026-08-07
Q2 2026PH
PARKER-HANNIFIN CORP
United StatesCOM878835-43$786,021$816,730+$30,7092026-08-07
Q2 2026EOG
EOG RES INC
United StatesCOM1,8531,834-19$267,888$237,925-$29,9632026-08-07
Q2 2026BMY
BRISTOL-MYERS SQUIBB CO
United StatesCOM4,4284,180-248$268,559$240,852-$27,7072026-08-07
Q2 2026USB
US BANCORP
United StatesCOM NEW9,5948,708-886$498,984$525,963+$26,9792026-08-07
Q2 2026IREN
IREN LIMITED
ORDINARY SHARES14,31210,175-4,137$490,615$465,303-$25,3122026-08-07
Q2 2026KMB
KIMBERLY-CLARK CORP
United StatesCOM3,3153,138-177$319,798$344,458+$24,6602026-08-07
Q2 2026TDG
TRANSDIGM GROUP INC
United StatesCOM283228-55$327,986$303,705-$24,2812026-08-07
Q2 2026DOV
DOVER CORP
United StatesCOM1,8991,662-237$395,846$372,754-$23,0922026-08-07
Q2 2026PHM
PULTE GROUP INC
United StatesCOM2,5782,047-531$303,199$280,869-$22,3302026-08-07
Q2 2026RSG
REPUBLIC SVCS INC
United StatesCOM2,9752,969-6$651,584$632,634-$18,9502026-08-07
Q2 2026ATO
ATMOS ENERGY CORP
United StatesCOM1,3851,377-8$255,837$237,216-$18,6212026-08-07
Q2 2026WSM
WILLIAMS SONOMA INC
United StatesCOM1,3531,137-216$246,692$265,035+$18,3432026-08-07
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM18,25117,633-618$4,461,275$4,478,253+$16,9782026-08-07
Q2 2026MO
ALTRIA GROUP INC
United StatesCOM10,4699,831-638$690,849$707,362+$16,5132026-08-07
Q2 2026NEU
NEWMARKET CORP
United StatesCOM653509-144$418,540$402,741-$15,7992026-08-07
Q2 2026CB
CHUBB LIMITED
COM5,7605,464-296$1,877,357$1,861,803-$15,5542026-08-07
Q2 2026ECL
ECOLAB INC
United StatesCOM2,1992,146-53$584,978$597,897+$12,9192026-08-07
Q2 2026PG
PROCTER & GAMBLE CO
United StatesCOM14,83914,566-273$2,143,345$2,135,958-$7,3872026-08-07
Q2 2026AMP
AMERIPRISE FINL INC
United StatesCOM691685-6$307,080$314,251+$7,1712026-08-07
Q2 2026SO
SOUTHERN CO
United StatesCOM4,7214,714-7$455,671$451,177-$4,4942026-08-07
Q2 2026AMGN
AMGEN INC
United StatesCOM2,5282,465-63$889,477$892,626+$3,1492026-08-07
Q2 2026CL
COLGATE PALMOLIVE CO
United StatesCOM3,7123,485-227$316,374$319,505+$3,1312026-08-07
Q2 2026TMO
THERMO FISHER SCIENTIFIC INC
United StatesCOM1,6911,656-35$831,177$830,253-$9242026-08-07
Q2 2026CFR
CULLEN FROST BANKERS INC
United StatesCOM2,0731,840-233$284,167$284,317+$1502026-08-07

Similar Firms

Firm NameCountry13F ValueHoldings
Forest Avenue Capital Management LPUnited States$1.686B26
GOLDENTREE ASSET MANAGEMENT LPUnited States$1.687B29
Bridgewater Advisors Inc.United States$1.681B456
Ribbit Management Company, LLCUnited States$1.681B16
Jaffetilchin Investment Partners, LLCUnited States$1.681B461
LMCG INVESTMENTS, LLCUnited States$1.680B220
PDT Partners, LLCUnited States$1.689B527
Intesa Sanpaolo S.p.A.Italy$1.692B219
L1 Capital International Pty LtdAustralia$1.678B23
BlueCrest Capital Management LtdJersey$1.693B231