EF
IBTX

Empowered Funds’s Independent Bank Group, Inc. IBTX Stock Holding History

Empowered Funds’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
-107,275
Closed -$6.19M – 1751
2024
Q3 		$6.19M Buy
107,275
+6,363
+6% +$348K 0.1% 295
2024
Q2 		$4.59M Sell
100,912
-11,002
-10% -$469K 0.08% 340
2024
Q1 		$5.11M Buy
111,914
+8,400
+8% +$392K 0.09% 301
2023
Q4 		$5.27M Buy
103,514
+9,301
+10% +$377K 0.13% 220
2023
Q3 		$3.73M Buy
94,213
+7,326
+8% +$299K 0.11% 249
2023
Q2 		$3M Buy
+86,887
New +$3.23M 0.11% 270

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

Empowered Funds's IBTX Position: Q4 2024 in Review

Empowered Funds sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 107,275 shares — an estimated $6.19M sold.

Empowered Funds first reported a position in IBTX in Q2 2023 and held it in 6 quarters. The position peaked at $6.19M in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Empowered Funds reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Empowered Funds sold 107,275 Independent Bank Group, Inc. shares in Q4 2024, an estimated $6.19M.
  • Empowered Funds first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 6 quarters.
  • Empowered Funds's Independent Bank Group, Inc. position peaked at $6.19M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Empowered Funds's 13F filing for Q4 2024, filed 28 Jan 2025.