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Texas Capital Bank Wealth Management Services Inc: BAC 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 BAC, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 45,201 BAC 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 45,201 shares
    Change vs previous 13F -36,030 shares

    0.14% of the 13F portfolio, value $2,575,553.

    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 81,231 shares
    Change vs previous 13F -950 shares

    0.24% of the 13F portfolio, value $3,960,011.

    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 82,181 shares
    Change vs previous 13F +22,488 shares

    0.26% of the 13F portfolio, value $4,519,955.

    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 59,693 shares
    Change vs previous 13F +4,207 shares

    0.25% of the 13F portfolio, value $3,079,562.

    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 55,486 shares
    Change vs previous 13F +205 shares

    0.25% of the 13F portfolio, value $2,625,597.

    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 55,281 shares
    Change vs previous 13F +5,097 shares

    0.23% of the 13F portfolio, value $2,306,861.

    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 50,184 shares
    Change vs previous 13F +15,623 shares

    0.23% of the 13F portfolio, value $2,205,589.

    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 34,561 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,371,400.

    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).