Kovitz Investment Group Partners
IBTX

Kovitz Investment Group Partners’s Independent Bank Group, Inc. IBTX Stock Holding History

Kovitz Investment Group Partners’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
-3,658
Closed -$222K – 1328
2024
Q4 		$222K Buy
+3,658
New +$226K ﹤0.01% 1133

Other funds holding IBTX

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

Kovitz Investment Group Partners's IBTX Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 3,658 shares — an estimated $222K sold.

Kovitz Investment Group Partners first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,658 Independent Bank Group, Inc. shares in Q1 2025, an estimated $222K.
  • Kovitz Investment Group Partners first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Independent Bank Group, Inc. position peaked at $222K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.