NFG
IBTX

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

Next Financial Group’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
2021
Q4 		$1K Hold
14
– – ﹤0.01% 2843
2021
Q3 		$1K Hold
14
– – ﹤0.01% 2728
2021
Q2 		$1K Hold
14
– – ﹤0.01% 2608
2021
Q1 		$1K Buy
+14
New +$982 ﹤0.01% 2510

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Next Financial Group's IBTX Position: Q4 2021 in Review

Next Financial Group held its Independent Bank Group, Inc. (IBTX) position steady in Q4 2021 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2843.

Next Financial Group first reported a position in IBTX in Q1 2021 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2021.

  • Next Financial Group held 14 shares of Independent Bank Group, Inc. worth $1K as of Q4 2021.
  • Next Financial Group left its Independent Bank Group, Inc. share count unchanged in Q4 2021.
  • Independent Bank Group, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2843 holding.
  • Next Financial Group first reported a position in Independent Bank Group, Inc. in Q1 2021 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.