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Manager record

Texas Capital Bank Wealth Management Services Inc

Dallas, TX · CIK 1802655 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.87BReported 13F valueQ2 2026 · as filed
550Holdings listed
+10.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $1.1B$1.1BQ2 2025358 holdingsQ3 2025: $1.2B$1.2BQ3 2025256 holdingsQ4 2025: $1.7B$1.7BQ4 2025527 holdingsQ1 2026: $1.7B$1.7BQ1 2026547 holdingsQ2 2026: $1.9B$1.9BQ2 2026550 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$1.87B · 550 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$1.68B · 547 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$1.73B · 527 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$1.21B · 256 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$1.07B · 358 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology