$977 Million is the total value of Texas Capital Bank Wealth Management Services Inc's 146 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 19.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $199,226,000 | +8.6% | 505,136 | +8.4% | 20.40% | -11.2% |
| IWR | Buy | ISHARES TRrus mid cap etf | $80,595,000 | +15.9% | 1,030,366 | +17.4% | 8.25% | -5.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $42,830,000 | +14272.5% | 286,831 | +14106.6% | 4.38% | +11751.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $35,223,000 | -1.2% | 242,213 | +0.3% | 3.61% | -19.2% |
| IEFA | Buy | ISHARES TRcore msci eafe | $34,990,000 | +12.7% | 471,246 | +13.6% | 3.58% | -7.9% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $28,807,000 | +232.3% | 389,759 | +227.0% | 2.95% | +171.8% |
| NVDA | Buy | NVIDIA CORPORATION | $26,260,000 | +17.9% | 126,762 | +355.4% | 2.69% | -3.6% |
| AAPL | Buy | APPLE INC | $23,725,000 | +26.2% | 167,670 | +22.1% | 2.43% | +3.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $18,792,000 | -0.2% | 43,789 | -0.5% | 1.92% | -18.4% |
| IWB | Buy | ISHARES TRrus 1000 etf | $16,280,000 | +0.9% | 67,352 | +1.0% | 1.67% | -17.5% |
| SBUX | Buy | STARBUCKS CORP | $15,467,000 | +29.3% | 140,212 | +31.1% | 1.58% | +5.7% |
| MSFT | Buy | MICROSOFT CORP | $14,771,000 | +41.5% | 52,394 | +36.0% | 1.51% | +15.7% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $13,478,000 | -4.1% | 266,952 | -2.2% | 1.38% | -21.6% |
| INTU | Buy | INTUIT | $12,959,000 | +46.0% | 24,020 | +32.7% | 1.33% | +19.4% |
| HD | Buy | HOME DEPOT INC | $12,637,000 | +49.7% | 38,498 | +45.4% | 1.29% | +22.4% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $12,619,000 | -0.2% | 53,742 | -1.6% | 1.29% | -18.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $12,454,000 | +70.0% | 27,716 | +49.7% | 1.28% | +38.9% |
| USB | Buy | US BANCORP DEL | $12,362,000 | +58.3% | 207,970 | +51.8% | 1.27% | +29.4% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $12,356,000 | – | 126,283 | +100.0% | 1.26% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $12,305,000 | +66.7% | 75,170 | +58.4% | 1.26% | +36.4% |
| TXN | Buy | TEXAS INSTRS INC | $12,039,000 | +52.1% | 62,633 | +52.2% | 1.23% | +24.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $11,827,000 | +44.8% | 30,267 | +48.4% | 1.21% | +18.5% |
| ZTS | Buy | ZOETIS INCcl a | $11,708,000 | +56.5% | 60,308 | +50.2% | 1.20% | +28.0% |
| VV | VANGUARD INDEX FDSlarge cap etf | $11,717,000 | +0.1% | 58,317 | 0.0% | 1.20% | -18.2% | |
| CVS | Buy | CVS HEALTH CORP | $11,709,000 | +55.8% | 137,983 | +53.2% | 1.20% | +27.4% |
| ETN | Buy | EATON CORP PLC | $11,589,000 | +49.8% | 77,614 | +48.7% | 1.19% | +22.4% |
| NKE | Buy | NIKE INCcl b | $11,538,000 | +37.2% | 79,449 | +45.9% | 1.18% | +12.2% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $11,283,000 | -2.5% | 63,344 | -0.3% | 1.16% | -20.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $11,040,000 | +41.5% | 31,753 | +48.6% | 1.13% | +15.7% |
| NEE | Buy | NEXTERA ENERGY INC | $10,911,000 | +71.4% | 138,957 | +60.0% | 1.12% | +40.2% |
| TJX | Buy | TJX COS INC NEW | $10,912,000 | +54.0% | 165,384 | +57.3% | 1.12% | +25.9% |
| LRCX | Buy | LAM RESEARCH CORP | $10,847,000 | +34.3% | 19,058 | +53.5% | 1.11% | +9.7% |
| ECL | Buy | ECOLAB INC | $10,717,000 | +62.2% | 51,370 | +60.1% | 1.10% | +32.6% |
| DG | Buy | DOLLAR GEN CORP NEW | $10,604,000 | +50.8% | 49,985 | +53.9% | 1.09% | +23.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $10,474,000 | +43.3% | 30,351 | +57.1% | 1.07% | +17.2% |
| DLR | Buy | DIGITAL RLTY TR INC | $10,392,000 | +51.8% | 71,941 | +58.1% | 1.06% | +24.2% |
| CAT | Buy | CATERPILLAR INC | $10,271,000 | +41.6% | 53,502 | +60.5% | 1.05% | +15.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $9,675,000 | -3.3% | 36,779 | -1.2% | 0.99% | -21.0% |
| AMGN | Buy | AMGEN INC | $9,609,000 | +44.3% | 45,186 | +65.4% | 0.98% | +18.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $7,481,000 | -0.3% | 76,046 | +0.1% | 0.77% | -18.5% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $7,153,000 | -5.7% | 73,106 | -4.0% | 0.73% | -22.9% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $6,793,000 | +789.1% | 124,019 | +797.9% | 0.70% | +624.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $5,407,000 | -1.5% | 22,836 | -1.3% | 0.55% | -19.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $5,281,000 | +1.9% | 45,993 | +2.4% | 0.54% | -16.6% |
| ET | ENERGY TRANSFER L P | $4,225,000 | -9.9% | 441,069 | 0.0% | 0.43% | -26.2% | |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $3,941,000 | +22.9% | 88,655 | +22.6% | 0.40% | +0.5% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $3,939,000 | +14.8% | 75,627 | +18.8% | 0.40% | -6.1% |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $3,653,000 | – | 57,180 | +100.0% | 0.37% | – |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,128,000 | -3.8% | 51,312 | 0.0% | 0.32% | -21.4% | |
| DE | Sell | DEERE & CO | $3,092,000 | -5.8% | 9,228 | -0.9% | 0.32% | -22.9% |
| IWF | ISHARES TRrus 1000 grw etf | $2,858,000 | +1.0% | 10,428 | 0.0% | 0.29% | -17.2% | |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,569,000 | -2.1% | 32,932 | -1.0% | 0.26% | -20.1% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,569,000 | -17.3% | 961 | -24.4% | 0.26% | -32.4% |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $2,512,000 | – | 54,590 | +100.0% | 0.26% | – |
| AMZN | Sell | AMAZON COM INC | $2,497,000 | -6.1% | 760 | -1.7% | 0.26% | -23.1% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,441,000 | -10.7% | 39,531 | -3.1% | 0.25% | -26.9% |
| NVG | Buy | NUVEEN AMT FREE MUN CR INC F | $2,238,000 | -2.0% | 130,522 | +2.1% | 0.23% | -19.9% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $2,125,000 | -3.5% | 13,421 | -2.3% | 0.22% | -21.0% |
| TSLX | SIXTH STREET SPECIALTY LENDN | $1,961,000 | +0.1% | 88,300 | 0.0% | 0.20% | -18.0% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,837,000 | 0.0% | 11,740 | +1.4% | 0.19% | -18.3% |
| ARCC | ARES CAPITAL CORP | $1,765,000 | +3.8% | 86,825 | 0.0% | 0.18% | -15.0% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,676,000 | +36.5% | 629 | +28.4% | 0.17% | +11.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $1,523,000 | +12.5% | 14,734 | +14.0% | 0.16% | -8.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,514,000 | -0.5% | 10,846 | +0.2% | 0.16% | -18.4% |
| STWD | STARWOOD PPTY TR INC | $1,484,000 | -6.7% | 60,789 | 0.0% | 0.15% | -23.6% | |
| IUSG | ISHARES TRcore s&p us gwt | $1,452,000 | +1.4% | 14,182 | 0.0% | 0.15% | -16.8% | |
| DIS | Buy | DISNEY WALT CO | $1,435,000 | +3.6% | 8,481 | +7.6% | 0.15% | -15.0% |
| OCSL | OAKTREE SPECIALTY LENDING CO | $1,398,000 | +5.5% | 198,039 | 0.0% | 0.14% | -13.9% | |
| ETV | Buy | EATON VANCE TAX-MANAGED BUY- | $1,356,000 | +8.7% | 84,796 | +10.7% | 0.14% | -10.9% |
| IVV | ISHARES TRcore s&p500 etf | $1,320,000 | +0.2% | 3,065 | 0.0% | 0.14% | -18.2% | |
| T | AT&T INC | $1,309,000 | -6.1% | 48,451 | 0.0% | 0.13% | -23.4% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,295,000 | -20.6% | 2,693 | -19.0% | 0.13% | -34.8% |
| PEP | Sell | PEPSICO INC | $1,166,000 | +0.7% | 7,755 | -0.8% | 0.12% | -17.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,165,000 | -2.6% | 7,214 | -0.6% | 0.12% | -20.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,086,000 | +56.0% | 4,174 | +74.9% | 0.11% | +27.6% |
| FB | Buy | FACEBOOK INCcl a | $994,000 | +13.9% | 2,928 | +16.6% | 0.10% | -6.4% |
| PNNT | PENNANTPARK INVT CORP | $987,000 | -2.9% | 152,033 | 0.0% | 0.10% | -20.5% | |
| ACN | Buy | ACCENTURE PLC IRELAND | $976,000 | +9.9% | 3,051 | +1.3% | 0.10% | -9.9% |
| MPW | MEDICAL PPTYS TRUST INC | $888,000 | -0.1% | 44,250 | 0.0% | 0.09% | -18.0% | |
| JNK | Buy | SPDR SER TRbloomberg brclys | $792,000 | +1.9% | 7,246 | +2.6% | 0.08% | -16.5% |
| PFE | Sell | PFIZER INC | $729,000 | +8.8% | 16,960 | -0.9% | 0.08% | -10.7% |
| MMM | Sell | 3M CO | $721,000 | -13.3% | 4,111 | -1.8% | 0.07% | -28.8% |
| SYK | Sell | STRYKER CORPORATION | $699,000 | -0.3% | 2,650 | -1.9% | 0.07% | -18.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $675,000 | +11.6% | 6,632 | +11.6% | 0.07% | -9.2% |
| ORCC | New | OWL ROCK CAPITAL CORPORATION | $662,000 | – | 46,888 | +100.0% | 0.07% | – |
| BDX | Sell | BECTON DICKINSON & CO | $664,000 | -9.3% | 2,700 | -10.3% | 0.07% | -26.1% |
| LPRO | Sell | OPEN LENDING CORP | $659,000 | -34.9% | 18,257 | -22.3% | 0.07% | -47.2% |
| CPE | CALLON PETE CO DEL | $648,000 | -15.0% | 13,200 | 0.0% | 0.07% | -30.5% | |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $631,000 | 0.0% | 17,277 | +0.5% | 0.06% | -17.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $627,000 | +90.6% | 1,098 | +68.1% | 0.06% | +56.1% |
| IDV | Buy | ISHARES TRintl sel div etf | $622,000 | +8.6% | 20,453 | +15.6% | 0.06% | -11.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $620,000 | +10.9% | 4,432 | +7.0% | 0.06% | -10.0% |
| PFF | Sell | ISHARES TRpfd and incm sec | $567,000 | -4.1% | 14,606 | -2.7% | 0.06% | -21.6% |
| IEUR | Sell | ISHARES TRcore msci euro | $554,000 | -12.1% | 9,888 | -10.1% | 0.06% | -27.8% |
| TCBI | New | TEXAS CAP BANCSHARES INC | $559,000 | – | 9,308 | +100.0% | 0.06% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $555,000 | +2.0% | 2,498 | +2.3% | 0.06% | -16.2% |
| OEF | Buy | ISHARES TRs&p 100 etf | $545,000 | +6.9% | 2,758 | +6.0% | 0.06% | -12.5% |
| V | Buy | VISA INC | $523,000 | -3.0% | 2,347 | +1.8% | 0.05% | -19.4% |
| MSCI | New | MSCI INC | $517,000 | – | 850 | +100.0% | 0.05% | – |
| ADX | Buy | ADAMS DIVERSIFIED EQUITY FD | $514,000 | +0.2% | 25,960 | +0.1% | 0.05% | -17.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $508,000 | +12.1% | 2,540 | +11.4% | 0.05% | -8.8% |
| MDXG | Buy | MIMEDX GROUP INC | $485,000 | +29.3% | 80,000 | +166.7% | 0.05% | +6.4% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $482,000 | – | 838 | +100.0% | 0.05% | – |
| ABT | Buy | ABBOTT LABS | $474,000 | +16.2% | 4,014 | +14.1% | 0.05% | -3.9% |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $471,000 | +3.5% | 28,395 | +2.8% | 0.05% | -15.8% |
| CYH | COMMUNITY HEALTH SYS INC NEW | $468,000 | -24.3% | 40,000 | 0.0% | 0.05% | -37.7% | |
| IWP | ISHARES TRrus md cp gr etf | $443,000 | -0.9% | 3,950 | 0.0% | 0.04% | -19.6% | |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $426,000 | +6.8% | 5,740 | -0.3% | 0.04% | -12.0% |
| DHR | Buy | DANAHER CORPORATION | $432,000 | +52.7% | 1,418 | +34.5% | 0.04% | +25.7% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $417,000 | +7.8% | 419 | -0.5% | 0.04% | -10.4% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $404,000 | -0.2% | 2,670 | -7.4% | 0.04% | -19.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $389,000 | +3.5% | 1,086 | +2.5% | 0.04% | -14.9% |
| MCD | MCDONALDS CORP | $378,000 | +4.4% | 1,567 | 0.0% | 0.04% | -13.3% | |
| A | New | AGILENT TECHNOLOGIES INC | $373,000 | – | 2,370 | +100.0% | 0.04% | – |
| DGRO | Sell | ISHARES TRcore div grwth | $358,000 | -35.4% | 7,121 | -35.3% | 0.04% | -46.4% |
| WM | Sell | WASTE MGMT INC DEL | $349,000 | +6.1% | 2,337 | -0.4% | 0.04% | -12.2% |
| BAC | Sell | BK OF AMERICA CORP | $349,000 | -2.5% | 8,221 | -5.4% | 0.04% | -20.0% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $342,000 | -0.6% | 2,050 | -3.8% | 0.04% | -18.6% |
| EFX | Sell | EQUIFAX INC | $335,000 | +3.7% | 1,320 | -2.2% | 0.03% | -15.0% |
| New | SMARTRENT INC | $328,000 | – | 25,200 | +100.0% | 0.03% | – | |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $318,000 | -97.9% | 8,480 | -97.9% | 0.03% | -98.2% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $326,000 | -14.4% | 1,788 | -2.3% | 0.03% | -31.2% |
| CRM | Buy | SALESFORCE COM INC | $314,000 | +43.4% | 1,157 | +29.0% | 0.03% | +18.5% |
| GNL | Buy | GLOBAL NET LEASE INC | $310,000 | -11.9% | 19,381 | +1.9% | 0.03% | -27.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $311,000 | -28.2% | 3,019 | -34.4% | 0.03% | -40.7% |
| SIVB | New | SVB FINANCIAL GROUP | $281,000 | – | 435 | +100.0% | 0.03% | – |
| F | FORD MTR CO DEL | $285,000 | -4.7% | 20,100 | 0.0% | 0.03% | -21.6% | |
| ABBV | New | ABBVIE INC | $270,000 | – | 2,507 | +100.0% | 0.03% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $259,000 | – | 2,475 | +100.0% | 0.03% | – |
| ASML | Sell | ASML HOLDING N V | $244,000 | +6.1% | 327 | -1.8% | 0.02% | -13.8% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $246,000 | -98.6% | 1,935 | -98.6% | 0.02% | -98.9% |
| LOW | Buy | LOWES COS INC | $231,000 | +8.5% | 1,137 | +3.4% | 0.02% | -11.1% |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $231,000 | +1.8% | 866 | 0.0% | 0.02% | -14.3% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $230,000 | -17.9% | 2,802 | -17.8% | 0.02% | -31.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $226,000 | -3.8% | 1,968 | -0.6% | 0.02% | -20.7% |
| HP | HELMERICH & PAYNE INC | $228,000 | -15.9% | 8,300 | 0.0% | 0.02% | -32.4% | |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $217,000 | +0.9% | 2,518 | +0.7% | 0.02% | -18.5% |
| GIS | Sell | GENERAL MLS INC | $219,000 | -3.5% | 3,657 | -1.9% | 0.02% | -21.4% |
| MTCH | Sell | MATCH GROUP INC NEW | $211,000 | -2.8% | 1,343 | -0.4% | 0.02% | -18.5% |
| SDY | SPDR SER TRs&p divid etf | $204,000 | -3.8% | 1,737 | 0.0% | 0.02% | -22.2% | |
| FSS | New | FEDERAL SIGNAL CORP | $201,000 | – | 5,200 | +100.0% | 0.02% | – |
| SNPS | New | SYNOPSYS INC | $204,000 | – | 680 | +100.0% | 0.02% | – |
| RXN | New | REXNORD CORP | $206,000 | – | 3,200 | +100.0% | 0.02% | – |
| RSG | New | REPUBLIC SVCS INC | $207,000 | – | 1,720 | +100.0% | 0.02% | – |
| ELVT | ELEVATE CREDIT INC | $58,000 | +16.0% | 14,000 | 0.0% | 0.01% | 0.0% | |
| FI | FRANKS INTL N V | $29,000 | -3.3% | 10,000 | 0.0% | 0.00% | -25.0% | |
| APA | Exit | APA CORPORATION | $0 | – | -9,258 | -100.0% | -0.02% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -914 | -100.0% | -0.02% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,002 | -100.0% | -0.03% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,173 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,089 | -100.0% | -0.03% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -6,561 | -100.0% | -0.03% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -3,082 | -100.0% | -0.03% | – |
| FWAA | Exit | FIFTH WALL ACQUISITION CORP | $0 | – | -25,200 | -100.0% | -0.04% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -5,544 | -100.0% | -0.05% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -11,388 | -100.0% | -0.33% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -40,728 | -100.0% | -0.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 16 | Q3 2023 | 28.5% |
| ISHARES TR RUS MID CAP ETF | 16 | Q3 2023 | 9.0% |
| ISHARES TR CORE MSCI EAFE | 16 | Q3 2023 | 7.5% |
| APPLE INCORPORATED | 16 | Q3 2023 | 4.5% |
| ISHARES TR S&P 500 GRWT ETF | 16 | Q3 2023 | 5.1% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 4.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 3.0% |
| VANGUARD TAX-MANAGED INTL FD | 16 | Q3 2023 | 3.1% |
| ISHARES TR RUS 1000 ETF | 16 | Q3 2023 | 2.7% |
| VANGUARD LARGE-CAP ETF | 16 | Q3 2023 | 2.0% |
View Texas Capital Bank Wealth Management Services Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-05 |
View Texas Capital Bank Wealth Management Services Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.