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Independent Financial Group’s CoStar Group CSGP Stock Holding History

Independent Financial Group’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,567
Closed -$217K – 1419
2025
Q3 		$217K Buy
+2,567
New +$227K 0.01% 1247

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State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Independent Financial Group's CSGP Position: Q4 2025 in Review

Independent Financial Group sold out of CoStar Group (CSGP) in Q4 2025, closing a stake of 2,567 shares — an estimated $217K sold.

Independent Financial Group first reported a position in CSGP in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 847 funds tracked by Wall St. Rank hold CSGP as of Q4 2025.

  • Independent Financial Group reported no remaining CoStar Group position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 2,567 CoStar Group shares in Q4 2025, an estimated $217K.
  • Independent Financial Group first reported a position in CoStar Group in Q3 2025 and held it in 1 quarter.
  • Independent Financial Group's CoStar Group position peaked at $217K in Q3 2025.
  • 847 funds tracked by Wall St. Rank held CoStar Group as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.