LPL Financial’s Independent Bank Group, Inc. IBTX Stock Holding History

LPL Financial’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	-20,103	Closed	-$1.22M	–	5576
2024 Q4	$1.22M	Buy	20,103 +1,782	+10%	+$110K	﹤0.01%	3327
2024 Q3	$1.06M	Buy	18,321 +4,220	+30%	+$231K	﹤0.01%	3347
2024 Q2	$642K	Buy	14,101 +719	+5%	+$30.7K	﹤0.01%	3647
2024 Q1	$611K	Buy	13,382 +65	+0.5%	+$3.03K	﹤0.01%	3608
2023 Q4	$678K	Sell	13,317 -63	-0.5%	-$2.56K	﹤0.01%	3402
2023 Q3	$529K	Buy	13,380 +43	+0.3%	+$1.75K	﹤0.01%	3448
2023 Q2	$461K	Sell	13,337 -99	-0.7%	-$3.67K	﹤0.01%	3514
2023 Q1	$623K	Sell	13,436 -57	-0.4%	-$3.24K	﹤0.01%	3148
2022 Q4	$811K	Sell	13,493 -740	-5%	-$47K	﹤0.01%	2804
2022 Q3	$874K	Buy	+14,233	New	+$982K	﹤0.01%	2652

Other funds holding IBTX

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

LPL Financial's IBTX Position: Q1 2025 in Review

LPL Financial sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 20,103 shares — an estimated $1.22M sold.

LPL Financial first reported a position in IBTX in Q3 2022 and held it in 10 quarters. The position peaked at $1.22M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

LPL Financial reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
LPL Financial sold 20,103 Independent Bank Group, Inc. shares in Q1 2025, an estimated $1.22M.
LPL Financial first reported a position in Independent Bank Group, Inc. in Q3 2022 and held it in 10 quarters.
LPL Financial's Independent Bank Group, Inc. position peaked at $1.22M in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.