New York Life Investment Management’s Independent Bank Group, Inc. IBTX Stock Holding History

New York Life Investment Management’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	-84,196	Closed	-$4.85M	–	902
2024 Q3	$4.85M	Buy	84,196 +365	+0.4%	+$19.9K	0.05%	356
2024 Q2	$3.82M	Buy	+83,831	New	+$3.58M	0.04%	401
2023 Q1	–	Sell	-7,973	Closed	-$479K	–	1467
2022 Q4	$479K	Buy	7,973 +900	+13%	+$57.2K	0.01%	958
2022 Q3	$434K	Buy	7,073 +520	+8%	+$35.9K	0.01%	866
2022 Q2	$445K	Buy	+6,553	New	+$457K	0.01%	803

Other funds holding IBTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York Life Investment Management's IBTX Position: Q4 2024 in Review

New York Life Investment Management sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 84,196 shares — an estimated $4.85M sold.

New York Life Investment Management first reported a position in IBTX in Q2 2022 and held it in 5 quarters. The position peaked at $4.85M in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

New York Life Investment Management reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
New York Life Investment Management sold 84,196 Independent Bank Group, Inc. shares in Q4 2024, an estimated $4.85M.
New York Life Investment Management first reported a position in Independent Bank Group, Inc. in Q2 2022 and held it in 5 quarters.
New York Life Investment Management's Independent Bank Group, Inc. position peaked at $4.85M in Q3 2024.
187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.