Corient Private Wealth
IBTX

Corient Private Wealth’s Independent Bank Group, Inc. IBTX Stock Holding History

Corient Private Wealth’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
2025
Q1 		– Sell
-10,338
Closed -$627K – 2491
2024
Q4 		$627K Sell
10,338
-422
-4% -$26.1K ﹤0.01% 1505
2024
Q3 		$620K Buy
10,760
+393
+4% +$21.5K ﹤0.01% 1622
2024
Q2 		$472K Buy
10,367
+28
+0.3% +$1.19K ﹤0.01% 1674
2024
Q1 		$472K Sell
10,339
-1,469
-12% -$68.5K ﹤0.01% 1659
2023
Q4 		$601K Buy
11,808
+121
+1% +$4.91K ﹤0.01% 1519
2023
Q3 		$462K Buy
11,687
+1,286
+12% +$52.5K ﹤0.01% 1542
2023
Q2 		$359K Buy
+10,401
New +$386K ﹤0.01% 1618

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Corient Private Wealth's IBTX Position: Q1 2025 in Review

Corient Private Wealth sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 10,338 shares — an estimated $627K sold.

Corient Private Wealth first reported a position in IBTX in Q2 2023 and held it in 7 quarters. The position peaked at $627K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Corient Private Wealth reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 10,338 Independent Bank Group, Inc. shares in Q1 2025, an estimated $627K.
  • Corient Private Wealth first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 7 quarters.
  • Corient Private Wealth's Independent Bank Group, Inc. position peaked at $627K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.