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

Hennessy Advisors Inc’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
2025 Q1	–	Sell	-45,000	Closed	-$2.73M	–	335
2024 Q4	$2.73M	Sell	45,000 -9,000	-17%	-$557K	0.08%	208
2024 Q3	$3.11M	Buy	54,000 +49,000	+980%	+$2.68M	0.1%	202
2024 Q2	$228K	Buy	+5,000	New	+$213K	0.01%	292
2016 Q2	–	Sell	-40,000	Closed	-$1.1M	–	286
2016 Q1	$1.1M	Buy	+40,000	New	+$1.16M	0.03%	266

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hennessy Advisors Inc's IBTX Position: Q1 2025 in Review

Hennessy Advisors Inc sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 45,000 shares — an estimated $2.73M sold.

Hennessy Advisors Inc first reported a position in IBTX in Q1 2016 and held it in 4 quarters. The position peaked at $3.11M in Q3 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Hennessy Advisors Inc reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Hennessy Advisors Inc sold 45,000 Independent Bank Group, Inc. shares in Q1 2025, an estimated $2.73M.
Hennessy Advisors Inc first reported a position in Independent Bank Group, Inc. in Q1 2016 and held it in 4 quarters.
Hennessy Advisors Inc's Independent Bank Group, Inc. position peaked at $3.11M in Q3 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Hennessy Advisors Inc's 13F filing for Q1 2025, filed 16 Apr 2025.