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Root Financial Partners’s Texas Capital Bancshares TCBI Stock Holding History

Root Financial Partners’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-326
Closed -$30.9K – 2875
2026
Q1 		$30.9K Buy
326
+150
+85% +$14.6K ﹤0.01% 1101
2025
Q4 		$15.9K Buy
176
+22
+14% +$1.93K ﹤0.01% 1288
2025
Q3 		$13K Buy
+154
New +$13.2K ﹤0.01% 1326

Other funds holding TCBI

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HP
Highlander Partners Dallas, Texas $298M AUM 53.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Root Financial Partners's TCBI Position: Q2 2026 in Review

Root Financial Partners sold out of Texas Capital Bancshares (TCBI) in Q2 2026, closing a stake of 326 shares — an estimated $30.9K sold.

Root Financial Partners first reported a position in TCBI in Q3 2025 and held it in 3 quarters. The position peaked at $30.9K in Q1 2026. 81 funds tracked by Wall St. Rank hold TCBI as of Q2 2026.

  • Root Financial Partners reported no remaining Texas Capital Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 326 Texas Capital Bancshares shares in Q2 2026, an estimated $30.9K.
  • Root Financial Partners first reported a position in Texas Capital Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Texas Capital Bancshares position peaked at $30.9K in Q1 2026.
  • 81 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q2 2026.

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