Root Financial Partners’s Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share TXCP Stock Holding History

Root Financial Partners’s Portfolio TXCP Stock Details TXCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$26.1K	Buy	+281	New	+$27.9K	﹤0.01%	1409
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 TXCP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Root Financial Partners opened a new position in Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share (TXCP) in Q3 2026: 281 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TXCP as recently as Q1 2026.

Root Financial Partners first reported a position in TXCP in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.9K in Q1 2026. 145 funds tracked by Wall St. Rank hold TXCP as of Q3 2026.

Root Financial Partners held 281 shares of Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share worth $26.1K as of Q3 2026.
Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share was a new Root Financial Partners position in Q3 2026.
Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1409 holding.
Root Financial Partners first reported a position in Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share position peaked at $30.9K in Q1 2026.
145 funds tracked by Wall St. Rank held Texas Capital Bancshares, Inc. Common Stock, par value $0.01 per share as of Q3 2026.

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