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Optimize Financial Inc

SEC CIK
0002033266
Latest filing
Aug 27, 2026

TCBI holding history

Texas Capital Bancshares Inc in every 13F filed by Optimize Financial Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TCBI overviewAll 13F holders of TCBIFull Q2 2026 holdings

Shares (Q2 2026)
5,166
Value
$533.4K
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of TCBI by Optimize Financial Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,166$533.4K0.2%−18−0.3%ReducedHolders
Q1 20265,184$491.9K0.2%−110−2.1%ReducedHolders
Q4 20255,294$479.3K0.2%+76+1.5%AddedHolders
Q3 20255,218$441.1K0.2%+5,218NewHolders