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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
Q2 		– Sell
-363
Closed -$24.4K – 1692
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

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Geode Capital Management
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Goldman Sachs
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Root Financial Partners's IBOC Position: Q2 2026 in Review

Root Financial Partners sold out of International Bancshares (IBOC) in Q2 2026, closing a stake of 363 shares — an estimated $24.4K sold.

Root Financial Partners first reported a position in IBOC in Q3 2025 and held it in 3 quarters. The position peaked at $24.4K in Q1 2026. 301 funds tracked by Wall St. Rank hold IBOC as of Q2 2026.

  • Root Financial Partners reported no remaining International Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 363 International Bancshares shares in Q2 2026, an estimated $24.4K.
  • Root Financial Partners first reported a position in International Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's International Bancshares position peaked at $24.4K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held International Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.