Root Financial Partners
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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
Q3 		$30.8K Buy
+449
New +$32.8K ﹤0.01% 1329
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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American Century Companies
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State Street
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Tamar Securities
Tamar Securities Woodland Hills, California $1.12B AUM 21.31% 1-Year Est. Return

Root Financial Partners's IBOC Position: Q3 2026 in Review

Root Financial Partners opened a new position in International Bancshares (IBOC) in Q3 2026: 449 shares worth $30.8K. The stake represents ﹤0.01% of the portfolio and ranks #1329 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBOC as recently as Q1 2026.

Root Financial Partners first reported a position in IBOC in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold IBOC as of Q3 2026.

  • Root Financial Partners held 449 shares of International Bancshares worth $30.8K as of Q3 2026.
  • International Bancshares was a new Root Financial Partners position in Q3 2026.
  • International Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1329 holding.
  • Root Financial Partners first reported a position in International Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held International Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.