NS
IBTX

NBC Securities’s Independent Bank Group, Inc. IBTX Stock Holding History

NBC Securities’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
Q2 		– Sell
-1,674
Closed -$76K – 2251
2024
Q1 		$76K Buy
1,674
+275
+20% +$12.8K 0.01% 1015
2023
Q4 		$71K Hold
1,399
– – 0.01% 1035
2023
Q3 		$55K Buy
+1,399
New +$57.1K 0.01% 1100

Other funds holding IBTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

NBC Securities's IBTX Position: Q2 2024 in Review

NBC Securities sold out of Independent Bank Group, Inc. (IBTX) in Q2 2024, closing a stake of 1,674 shares — an estimated $76K sold.

NBC Securities first reported a position in IBTX in Q3 2023 and held it in 3 quarters. The position peaked at $76K in Q1 2024. 194 funds tracked by Wall St. Rank hold IBTX as of Q2 2024.

  • NBC Securities reported no remaining Independent Bank Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 1,674 Independent Bank Group, Inc. shares in Q2 2024, an estimated $76K.
  • NBC Securities first reported a position in Independent Bank Group, Inc. in Q3 2023 and held it in 3 quarters.
  • NBC Securities's Independent Bank Group, Inc. position peaked at $76K in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.