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

Everence Capital Management’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	-4,740	Closed	-$273K	–	1061
2024 Q3	$273K	Buy	+4,740	New	+$259K	0.02%	631
2024 Q2	–	Sell	-4,740	Closed	-$216	–	762
2024 Q1	$216	Hold	4,740	–	–	0.01%	693
2023 Q4	$241K	Buy	+4,740	New	+$192K	0.02%	641
2023 Q2	–	Sell	-4,740	Closed	-$220	–	751
2023 Q1	$220	Hold	4,740	–	–	0.02%	645
2022 Q4	$285	Sell	4,740 -1,800	-28%	-$114K	0.02%	570
2022 Q3	$401K	Hold	6,540	–	–	0.04%	416
2022 Q2	$444K	Buy	6,540 +1,560	+31%	+$109K	0.04%	382
2022 Q1	$354K	Hold	4,980	–	–	0.03%	510
2021 Q4	$359K	Hold	4,980	–	–	0.03%	534
2021 Q3	$354K	Hold	4,980	–	–	0.03%	517
2021 Q2	$368K	Hold	4,980	–	–	0.03%	506
2021 Q1	$360K	Hold	4,980	–	–	0.03%	482
2020 Q4	$311K	Hold	4,980	–	–	0.03%	503
2020 Q3	$220K	Buy	+4,980	New	+$220K	0.02%	561

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Everence Capital Management's IBTX Position: Q4 2024 in Review

Everence Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 4,740 shares — an estimated $273K sold.

Everence Capital Management first reported a position in IBTX in Q3 2020 and held it in 14 quarters. The position peaked at $444K in Q2 2022. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

Everence Capital Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 4,740 Independent Bank Group, Inc. shares in Q4 2024, an estimated $273K.
Everence Capital Management first reported a position in Independent Bank Group, Inc. in Q3 2020 and held it in 14 quarters.
Everence Capital Management's Independent Bank Group, Inc. position peaked at $444K in Q2 2022.
187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.