Root Financial Partners
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Root Financial Partners’s Transcontinental Realty Investors TCI Stock Holding History

Root Financial Partners’s Portfolio TCI Stock Details TCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$133 Buy
+3
New +$122 ﹤0.01% 3599
2026
Q2 		– Sell
-1
Closed -$35 – 2877
2026
Q1 		$35 Buy
+1
New +$46 ﹤0.01% 3411

Other funds holding TCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Root Financial Partners opened a new position in Transcontinental Realty Investors (TCI) in Q3 2026: 3 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #3599 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TCI as recently as Q1 2026.

Root Financial Partners first reported a position in TCI in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold TCI as of Q3 2026.

  • Root Financial Partners held 3 shares of Transcontinental Realty Investors worth $133 as of Q3 2026.
  • Transcontinental Realty Investors was a new Root Financial Partners position in Q3 2026.
  • Transcontinental Realty Investors made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3599 holding.
  • Root Financial Partners first reported a position in Transcontinental Realty Investors in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Transcontinental Realty Investors as of Q3 2026.

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