Back to TCBIO
True Wealth Design, LLC → TCBIO
True Wealth Design, LLC TCBIO Position History
Texas Capital Bancshares Inc
Quarters held
5
Latest value
$70K
Q3 2026
Peak value
$80K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $54K |
| Q4 2025 | $62K |
| Q1 2026 | $76K |
| Q2 2026 | $80K |
| Q3 2026 | $70K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $70K | 752 | — | — |
| Q2 2026 | $80K | 774 | — | — |
| Q1 2026 | $76K | 798 | — | — |
| Q4 2025 | $62K | 683 | — | — |
| Q3 2025 | $54K | 643 | — | — |
Other funds holding TCBIO
$378.9M
$366.4M
$361.8M
$345.2M
$272.4M
$256.2M
$256.2M