Texas Capital Bank Wealth Management Services »

Fidelity fund shares owned by Texas Capital Bank Wealth Management Services

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Texas Capital Bank Wealth Management Services from 13F filings

Historical chart of Texas Capital Bank Wealth Management Services investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Texas Capital Bank Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by Texas Capital Bank Wealth Management Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $261k 9.5k 27.61

More positions owned by Texas Capital Bank Wealth Management Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Texas Capital Bancshares (TCBI)
Ishares Tr Core S&p Mcp Etf (IJH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Texas Capital Bank Wealth Management Services

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Jane Street
Bank of America Corporation
LPL Financial
Raymond James Financial
Kestra Advisory Services
Scotia Capital
BEAM Asset Management
Envestnet Asset Management
Susquehanna International
Putnam Fl Investment Management
Advisor Group Holdings
Wealthtrust Axiom
Fullerton Advisors

View all funds holding Fidelity fund