MassMutual Private Wealth & Trust’s Independent Bank Group, Inc. IBTX Stock Holding History

MassMutual Private Wealth & Trust’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	-526	Closed	-$31.9K	–	2543
2024 Q4	$31.9K	Sell	526 -3	-0.6%	-$186	﹤0.01%	863
2024 Q3	$30.5K	Hold	529	–	–	﹤0.01%	800
2024 Q2	$24.1K	Hold	529	–	–	﹤0.01%	817
2024 Q1	$24.1K	Hold	529	–	–	﹤0.01%	784
2023 Q4	$26.9K	Sell	529 -18	-3%	-$730	﹤0.01%	754
2023 Q3	$21.6K	Buy	547 +46	+9%	+$1.88K	﹤0.01%	784
2023 Q2	$17.3K	Buy	501 +447	+828%	+$16.6K	﹤0.01%	796
2023 Q1	$2.5K	Buy	+54	New	+$3.07K	﹤0.01%	1350

Other funds holding IBTX

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

MassMutual Private Wealth & Trust's IBTX Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 526 shares — an estimated $31.9K sold.

MassMutual Private Wealth & Trust first reported a position in IBTX in Q1 2023 and held it in 8 quarters. The position peaked at $31.9K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 526 Independent Bank Group, Inc. shares in Q1 2025, an estimated $31.9K.
MassMutual Private Wealth & Trust first reported a position in Independent Bank Group, Inc. in Q1 2023 and held it in 8 quarters.
MassMutual Private Wealth & Trust's Independent Bank Group, Inc. position peaked at $31.9K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.