Farther Finance Advisors, LLC TCBI TEXAS CAP BANCSHARES INC COM

Ownership history in Farther Finance Advisors, LLC  ·  12 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported TEXAS CAP BANCSHARES INC COM (TCBI) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows TCBI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TCBI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in TEXAS CAP BANCSHARES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TCBI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Farther Finance Advisors, LLC held TCBI — position size vs. price
% of Fund (quarterly)    TCBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 420 +94 +28.8% 0.00% $40K 2026-04-07 $97.38
2025 Q4 ADDED 326 +304 +1381.8% 0.00% $30K 2026-01-23 $96.85
2025 Q3 ADDED 22 +6 +37.5% 0.00% $2K 2025-10-14 $85.10
2025 Q2 ADDED 16 +2 +14.3% 0.00% $1K 2025-07-11 $86.18
2025 Q1 UNCHANGED 14 0% 0.00% $1K 2025-04-14 $63.32
2024 Q4 UNCHANGED 14 0% 0.00% $1K 2025-02-10 $81.96
2024 Q3 REDUCED 46.2% +8.8% 14 -12 -46.2% 0.00% $998 2024-10-29 $77.41
2024 Q2 ADDED 26 +15 +136.4% 0.00% $2K 2024-07-31 $65.97
2024 Q1 UNCHANGED 11 0% 0.00% $655 2024-05-14 $62.06
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Farther Finance Advisors, LLC and TCBI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning TCBI?

Farther Finance Advisors, LLC reported TCBI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TCBI position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for TCBI was 0.00% in 2026 Q1.

What is the latest reported TCBI position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 420 shares, equal to 0.00% of portfolio, with an estimated market value of $40K.

What does the chart on this TCBI ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly TCBI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their TCBI position?

Based on 13F filing dates vs. subsequent TCBI price moves, Farther Finance Advisors, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on TCBI relative to SPY over the holding period was +1.2%.

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