Hotchkis & Wiley Capital Management
IBTX

Hotchkis & Wiley Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Hotchkis & Wiley 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
2025
Q1 		– Sell
-58,890
Closed -$3.57M – 520
2024
Q4 		$3.57M Buy
58,890
+100
+0.2% +$6.19K 0.01% 422
2024
Q3 		$3.39M Sell
58,790
-8,200
-12% -$448K 0.01% 430
2024
Q2 		$3.05M Buy
66,990
+10,140
+18% +$432K 0.01% 434
2024
Q1 		$2.6M Sell
56,850
-75,060
-57% -$3.5M 0.01% 460
2023
Q4 		$6.71M Sell
131,910
-8,800
-6% -$357K 0.02% 337
2023
Q3 		$5.57M Buy
+140,710
New +$5.74M 0.02% 343

Other funds holding IBTX

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

Hotchkis & Wiley Capital Management's IBTX Position: Q1 2025 in Review

Hotchkis & Wiley Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 58,890 shares — an estimated $3.57M sold.

Hotchkis & Wiley Capital Management first reported a position in IBTX in Q3 2023 and held it in 6 quarters. The position peaked at $6.71M in Q4 2023. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Hotchkis & Wiley Capital Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 58,890 Independent Bank Group, Inc. shares in Q1 2025, an estimated $3.57M.
  • Hotchkis & Wiley Capital Management first reported a position in Independent Bank Group, Inc. in Q3 2023 and held it in 6 quarters.
  • Hotchkis & Wiley Capital Management's Independent Bank Group, Inc. position peaked at $6.71M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2025, filed 14 May 2025.