GC
IBTX

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

Guggenheim 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
-11,201
Closed -$646K – 1962
2024
Q3 		$646K Sell
11,201
-930
-8% -$50.8K ﹤0.01% 1297
2024
Q2 		$552K Buy
12,131
+2,715
+29% +$116K ﹤0.01% 1389
2024
Q1 		$430K Sell
9,416
-214
-2% -$9.98K ﹤0.01% 1533
2023
Q4 		$490K Buy
9,630
+1,081
+13% +$43.9K ﹤0.01% 1454
2023
Q3 		$338K Sell
8,549
-210
-2% -$8.57K ﹤0.01% 1587
2023
Q2 		$302K Sell
8,759
-42
-0.5% -$1.56K ﹤0.01% 1661
2023
Q1 		$408K Buy
8,801
+61
+0.7% +$3.47K ﹤0.01% 1570
2022
Q4 		$525K Buy
8,740
+88
+1% +$5.59K ﹤0.01% 1460
2022
Q3 		$531K Sell
8,652
-16
-0.2% -$1.1K ﹤0.01% 1456
2022
Q2 		$589K Buy
8,668
+208
+2% +$14.5K ﹤0.01% 1500
2022
Q1 		$602K Buy
8,460
+484
+6% +$36.8K ﹤0.01% 1609
2021
Q4 		$575K Sell
7,976
-4,996
-39% -$361K ﹤0.01% 1625
2021
Q3 		$922K Sell
12,972
-1,787
-12% -$124K 0.01% 1455
2021
Q2 		$1.09M Buy
14,759
+3,005
+26% +$228K 0.01% 1444
2021
Q1 		$849K Buy
11,754
+2,061
+21% +$145K 0.01% 1477
2020
Q4 		$606K Buy
9,693
+681
+8% +$37.7K ﹤0.01% 1555
2020
Q3 		$398K Sell
9,012
-155
-2% -$6.86K ﹤0.01% 1526
2020
Q2 		$371K Buy
+9,167
New +$297K ﹤0.01% 1536
2020
Q1 		– Sell
-8,215
Closed -$455K – 2097
2019
Q4 		$455K Hold
8,215
– – ﹤0.01% 1629
2019
Q3 		$432K Buy
+8,215
New +$434K ﹤0.01% 1684

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

Guggenheim Capital's IBTX Position: Q4 2024 in Review

Guggenheim Capital sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 11,201 shares — an estimated $646K sold.

Guggenheim Capital first reported a position in IBTX in Q3 2019 and held it in 20 quarters. The position peaked at $1.09M in Q2 2021. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Guggenheim Capital reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Guggenheim Capital sold 11,201 Independent Bank Group, Inc. shares in Q4 2024, an estimated $646K.
  • Guggenheim Capital first reported a position in Independent Bank Group, Inc. in Q3 2019 and held it in 20 quarters.
  • Guggenheim Capital's Independent Bank Group, Inc. position peaked at $1.09M in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

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