BGIM
IBTX

Brandywine Global Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Brandywine Global Investment Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,581
Closed -$803K – 759
2024
Q1 		$803K Buy
+17,581
New +$820K 0.01% 653
2023
Q1 		– Sell
-103,800
Closed -$6.24M – 788
2022
Q4 		$6.24M Sell
103,800
-3,115
-3% -$198K 0.05% 325
2022
Q3 		$6.56M Sell
106,915
-4,272
-4% -$295K 0.06% 282
2022
Q2 		$7.55M Sell
111,187
-5,835
-5% -$407K 0.07% 264
2022
Q1 		$8.33M Buy
117,022
+4,668
+4% +$355K 0.06% 286
2021
Q4 		$8.11M Hold
112,354
– – 0.06% 306
2021
Q3 		$7.98M Sell
112,354
-8,912
-7% -$621K 0.06% 298
2021
Q2 		$8.97M Sell
121,266
-4,258
-3% -$323K 0.07% 299
2021
Q1 		$9.07M Sell
125,524
-6,226
-5% -$437K 0.07% 293
2020
Q4 		$8.24M Sell
131,750
-451
-0.3% -$25K 0.07% 282
2020
Q3 		$5.84M Sell
132,201
-41,877
-24% -$1.85M 0.06% 290
2020
Q2 		$7.05M Buy
174,078
+153,374
+741% +$4.97M 0.07% 250
2020
Q1 		$491K Sell
20,704
-1,653
-7% -$75.9K 0.01% 556
2019
Q4 		$1.23M Buy
22,357
+22,350
+319,286% +$1.24M 0.01% 560
2019
Q3 		$1K Buy
+7
New +$370 ﹤0.01% 825

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Brandywine Global Investment Management's IBTX Position: Q2 2024 in Review

Brandywine Global Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 17,581 shares — an estimated $803K sold.

Brandywine Global Investment Management first reported a position in IBTX in Q3 2019 and held it in 15 quarters. The position peaked at $9.07M in Q1 2021. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • Brandywine Global Investment Management reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 17,581 Independent Bank Group, Inc. shares in Q2 2024, an estimated $803K.
  • Brandywine Global Investment Management first reported a position in Independent Bank Group, Inc. in Q3 2019 and held it in 15 quarters.
  • Brandywine Global Investment Management's Independent Bank Group, Inc. position peaked at $9.07M in Q1 2021.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Brandywine Global Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.