Ensign Peak Advisors
IBTX

Ensign Peak Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Ensign Peak Advisors’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
Q2 		– Sell
-17,050
Closed -$778K – 1755
2024
Q1 		$778K Sell
17,050
-860
-5% -$40.1K ﹤0.01% 1478
2023
Q4 		$911K Buy
17,910
+1,350
+8% +$54.8K ﹤0.01% 1438
2023
Q3 		$655K Hold
16,560
– – ﹤0.01% 1482
2023
Q2 		$572K Hold
16,560
– – ﹤0.01% 1598
2023
Q1 		$768K Buy
16,560
+2,950
+22% +$168K ﹤0.01% 1446
2022
Q4 		$818K Buy
13,610
+3,450
+34% +$219K ﹤0.01% 1328
2022
Q3 		$624K Hold
10,160
– – ﹤0.01% 1350
2022
Q2 		$690K Hold
10,160
– – ﹤0.01% 1307
2022
Q1 		$723K Hold
10,160
– – ﹤0.01% 1384
2021
Q4 		$733K Sell
10,160
-11,440
-53% -$827K ﹤0.01% 1435
2021
Q3 		$1.53M Hold
21,600
– – ﹤0.01% 1255
2021
Q2 		$1.6M Buy
21,600
+300
+1% +$22.7K ﹤0.01% 1236
2021
Q1 		$1.54M Buy
21,300
+12,900
+154% +$905K ﹤0.01% 1235
2020
Q4 		$525K Buy
+8,400
New +$465K ﹤0.01% 1595

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ensign Peak Advisors's IBTX Position: Q2 2024 in Review

Ensign Peak Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 17,050 shares — an estimated $778K sold.

Ensign Peak Advisors first reported a position in IBTX in Q4 2020 and held it in 14 quarters. The position peaked at $1.6M in Q2 2021. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • Ensign Peak Advisors reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Ensign Peak Advisors sold 17,050 Independent Bank Group, Inc. shares in Q2 2024, an estimated $778K.
  • Ensign Peak Advisors first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 14 quarters.
  • Ensign Peak Advisors's Independent Bank Group, Inc. position peaked at $1.6M in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on Ensign Peak Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.