EC
IBTX

EJF Capital’s Independent Bank Group, Inc. IBTX Stock Holding History

EJF Capital’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
-35,220
Closed -$2.03M – 112
2024
Q3 		$2.03M Sell
35,220
-10,287
-23% -$562K 1.35% 35
2024
Q2 		$2.07M Buy
45,507
+33,241
+271% +$1.42M 1.53% 25
2024
Q1 		$560K Sell
12,266
-77,181
-86% -$3.6M 0.39% 63
2023
Q4 		$4.55M Buy
+89,447
New +$3.63M 2.38% 11
2021
Q1 		– Sell
-37,658
Closed -$2.35M – 399
2020
Q4 		$2.35M Sell
37,658
-4,634
-11% -$256K 0.24% 104
2020
Q3 		$1.87M Buy
42,292
+14,083
+50% +$623K 0.16% 104
2020
Q2 		$1.14M Buy
+28,209
New +$913K 0.17% 91

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

EJF Capital's IBTX Position: Q4 2024 in Review

EJF Capital sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 35,220 shares — an estimated $2.03M sold.

EJF Capital first reported a position in IBTX in Q2 2020 and held it in 7 quarters. The position peaked at $4.55M in Q4 2023. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • EJF Capital reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • EJF Capital sold 35,220 Independent Bank Group, Inc. shares in Q4 2024, an estimated $2.03M.
  • EJF Capital first reported a position in Independent Bank Group, Inc. in Q2 2020 and held it in 7 quarters.
  • EJF Capital's Independent Bank Group, Inc. position peaked at $4.55M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on EJF Capital's 13F filing for Q4 2024, filed 14 Feb 2025.