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Texas Capital Bank Wealth Management Services Inc: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on AGG, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 232,873 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,873 shares
    Change vs previous 13F +11,399 shares

    1.23% of the 13F portfolio, value $23,049,781.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 221,474 shares
    Change vs previous 13F -39,328 shares

    1.3% of the 13F portfolio, value $21,985,724.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 260,802 shares
    Change vs previous 13F +86,658 shares

    1.5% of the 13F portfolio, value $26,048,904.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,144 shares
    Change vs previous 13F -7,619 shares

    1.44% of the 13F portfolio, value $17,457,936.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,763 shares
    Change vs previous 13F +16,581 shares

    1.68% of the 13F portfolio, value $18,030,853.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 165,182 shares
    Change vs previous 13F +5,305 shares

    1.65% of the 13F portfolio, value $16,339,830.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 159,877 shares
    Change vs previous 13F -5,025 shares

    1.58% of the 13F portfolio, value $15,492,096.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 164,902 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $16,699,618.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).