HAI
IBTX

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return