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

Texas Capital Bank Wealth Management Services Inc held 23,162 PFE 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 23,162 shares
    Change vs previous 13F -684 shares

    0.03% of the 13F portfolio, value $557,741.

    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 23,846 shares
    Change vs previous 13F -2,278 shares

    0.04% of the 13F portfolio, value $669,596.

    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 26,124 shares
    Change vs previous 13F +13,463 shares

    0.04% of the 13F portfolio, value $650,488.

    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 12,661 shares
    Change vs previous 13F +12,661 shares

    0.03% of the 13F portfolio, value $322,602.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -31,662 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 31,662 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $916,295.

    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).