Signals

← Signals

☆TXS

10 in-universe funds with a nonzero position in TXS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#22169
Score / z0.000 / -0.02
Consensus4.57 over 8 funds
Momentumnot computed

Price & positioning

3 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concorde Financial Corp CIK 0001911822 0.418 26 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just TXS). Qtrs Held counts distinct quarters this fund has actually held TXS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TXS position size. Δ columns are the percentage-point change in TXS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status