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Root Financial Partners’s International Bancshares IBOC Stock Holding History

Root Financial Partners’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4K Buy
363
+121
+50% +$8.39K ﹤0.01% 1208
2025
Q4 		$16.1K Buy
242
+28
+13% +$1.9K ﹤0.01% 1284
2025
Q3 		$14.7K Buy
+214
New +$15K ﹤0.01% 1274

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Root Financial Partners's IBOC Position: Q1 2026 in Review

Root Financial Partners increased its International Bancshares (IBOC) stake by 50% in Q1 2026, buying an estimated $8.39K and bringing the position to 363 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Root Financial Partners first reported a position in IBOC in Q3 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold IBOC as of Q1 2026.

  • Root Financial Partners held 363 shares of International Bancshares worth $24.4K as of Q1 2026.
  • Root Financial Partners bought 121 International Bancshares shares in Q1 2026, an estimated $8.39K.
  • International Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1208 holding.
  • Root Financial Partners first reported a position in International Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held International Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.