KAS
IBTX

Kestra Advisory Services’s Independent Bank Group, Inc. IBTX Stock Holding History

Kestra Advisory Services’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
-16,537
Closed -$1M – 2928
2024
Q4 		$1M Sell
16,537
-1,289
-7% -$79.8K 0.01% 1422
2024
Q3 		$1.03M Buy
17,826
+31
+0.2% +$1.69K 0.01% 1312
2024
Q2 		$810K Buy
17,795
+6,896
+63% +$294K ﹤0.01% 1457
2024
Q1 		$498K Buy
10,899
+167
+2% +$7.79K ﹤0.01% 1673
2023
Q4 		$546K Buy
10,732
+1,244
+13% +$50.5K ﹤0.01% 1477
2023
Q3 		$375K Buy
9,488
+2,446
+35% +$99.8K ﹤0.01% 1529
2023
Q2 		$243K Buy
+7,042
New +$261K ﹤0.01% 1781

Other funds holding IBTX

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

Kestra Advisory Services's IBTX Position: Q1 2025 in Review

Kestra Advisory Services sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 16,537 shares — an estimated $1M sold.

Kestra Advisory Services first reported a position in IBTX in Q2 2023 and held it in 7 quarters. The position peaked at $1.03M in Q3 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Kestra Advisory Services reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 16,537 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1M.
  • Kestra Advisory Services first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 7 quarters.
  • Kestra Advisory Services's Independent Bank Group, Inc. position peaked at $1.03M in Q3 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Kestra Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.