Luther King Capital Management (LKCM)
IBTX

Luther King Capital Management (LKCM)’s Independent Bank Group, Inc. IBTX Stock Holding History

Luther King Capital Management (LKCM)’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
2024
Q4 		– Sell
-16,000
Closed -$923K – 614
2024
Q3 		$923K Hold
16,000
– – ﹤0.01% 413
2024
Q2 		$728K Hold
16,000
– – ﹤0.01% 439
2024
Q1 		$730K Hold
16,000
– – ﹤0.01% 435
2023
Q4 		$814K Hold
16,000
– – ﹤0.01% 419
2023
Q3 		$633K Hold
16,000
– – ﹤0.01% 431
2023
Q2 		$552K Hold
16,000
– – ﹤0.01% 468
2023
Q1 		$742K Hold
16,000
– – ﹤0.01% 419
2022
Q4 		$961K Hold
16,000
– – 0.01% 385
2022
Q3 		$982K Hold
16,000
– – 0.01% 378
2022
Q2 		$1.09M Hold
16,000
– – 0.01% 376
2022
Q1 		$1.14M Hold
16,000
– – 0.01% 378
2021
Q4 		$1.15M Hold
16,000
– – 0.01% 389
2021
Q3 		$1.14M Hold
16,000
– – 0.01% 390
2021
Q2 		$1.18M Hold
16,000
– – 0.01% 397
2021
Q1 		$1.16M Buy
16,000
+11,000
+220% +$771K 0.01% 364
2020
Q4 		$313K Buy
+5,000
New +$277K ﹤0.01% 491
2020
Q1 		– Sell
-4,282
Closed -$237K – 551
2019
Q4 		$237K Buy
+4,282
New +$238K ﹤0.01% 515

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM)'s IBTX Position: Q4 2024 in Review

Luther King Capital Management (LKCM) sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 16,000 shares — an estimated $923K sold.

Luther King Capital Management (LKCM) first reported a position in IBTX in Q4 2019 and held it in 17 quarters. The position peaked at $1.18M in Q2 2021. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Luther King Capital Management (LKCM) reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 16,000 Independent Bank Group, Inc. shares in Q4 2024, an estimated $923K.
  • Luther King Capital Management (LKCM) first reported a position in Independent Bank Group, Inc. in Q4 2019 and held it in 17 quarters.
  • Luther King Capital Management (LKCM)'s Independent Bank Group, Inc. position peaked at $1.18M in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2024, filed 7 Feb 2025.