EMFAT
IBTX

Emerald Mutual Fund Advisers Trust’s Independent Bank Group, Inc. IBTX Stock Holding History

Emerald Mutual Fund Advisers Trust’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
-2,841
Closed -$164K – 251
2024
Q3 		$164K Hold
2,841
– – 0.01% 200
2024
Q2 		$129K Hold
2,841
– – 0.01% 206
2024
Q1 		$130K Sell
2,841
-14,105
-83% -$658K 0.01% 211
2023
Q4 		$862K Hold
16,946
– – 0.05% 163
2023
Q3 		$670K Hold
16,946
– – 0.04% 158
2023
Q2 		$585K Buy
+16,946
New +$629K 0.03% 172
2018
Q1 		– Sell
-15,731
Closed -$1.06M – 273
2017
Q4 		$1.06M Hold
15,731
– – 0.04% 221
2017
Q3 		$949K Hold
15,731
– – 0.04% 225
2017
Q2 		$936K Hold
15,731
– – 0.04% 220
2017
Q1 		$1.01M Hold
15,731
– – 0.05% 213
2016
Q4 		$982K Buy
+15,731
New +$850K 0.05% 206
2016
Q1 		– Sell
-44,370
Closed -$1.42M – 298
2015
Q4 		$1.42M Hold
44,370
– – 0.08% 171
2015
Q3 		$1.71M Hold
44,370
– – 0.11% 158
2015
Q2 		$1.9M Buy
+44,370
New +$1.81M 0.15% 138
2015
Q1 		– Sell
-61,354
Closed -$2.4M – 246
2014
Q4 		$2.4M Sell
61,354
-13,516
-18% -$587K 0.21% 115
2014
Q3 		$3.55M Hold
74,870
– – 0.34% 96
2014
Q2 		$4.17M Buy
74,870
+9,980
+15% +$525K 0.38% 94
2014
Q1 		$3.81M Sell
64,890
-41,110
-39% -$2.18M 0.36% 94
2013
Q4 		$5.29M Buy
106,000
+53,000
+100% +$2.19M 0.32% 99
2013
Q3 		$1.91M Hold
53,000
– – 0.26% 105
2013
Q2 		$1.61M Buy
+53,000
New +$1.54M 0.27% 104

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

Emerald Mutual Fund Advisers Trust's IBTX Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 2,841 shares — an estimated $164K sold.

Emerald Mutual Fund Advisers Trust first reported a position in IBTX in Q2 2013 and held it in 21 quarters. The position peaked at $5.29M in Q4 2013. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 2,841 Independent Bank Group, Inc. shares in Q4 2024, an estimated $164K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Independent Bank Group, Inc. in Q2 2013 and held it in 21 quarters.
  • Emerald Mutual Fund Advisers Trust's Independent Bank Group, Inc. position peaked at $5.29M in Q4 2013.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.