EP
IBTX

Edgestream Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-61,064
Closed -$3.52M – 1146
2024
Q3 		$3.52M Buy
+61,064
New +$3.34M 0.15% 221
2024
Q2 		– Sell
-68,249
Closed -$3.12M – 1087
2024
Q1 		$3.12M Buy
68,249
+28,579
+72% +$1.33M 0.16% 224
2023
Q4 		$2.02M Buy
+39,670
New +$1.61M 0.15% 238

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Edgestream Partners's IBTX Position: Q4 2024 in Review

Edgestream Partners sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 61,064 shares — an estimated $3.52M sold.

Edgestream Partners first reported a position in IBTX in Q4 2023 and held it in 3 quarters. The position peaked at $3.52M in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Edgestream Partners reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 61,064 Independent Bank Group, Inc. shares in Q4 2024, an estimated $3.52M.
  • Edgestream Partners first reported a position in Independent Bank Group, Inc. in Q4 2023 and held it in 3 quarters.
  • Edgestream Partners's Independent Bank Group, Inc. position peaked at $3.52M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.