Pathstone Holdings’s Independent Bank Group, Inc. IBTX Stock Holding History

Pathstone Holdings’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	-33,036	Closed	-$2M	–	2417
2024 Q4	$2M	Buy	33,036 +5,934	+22%	+$367K	0.01%	972
2024 Q3	$1.56M	Buy	27,102 +1,688	+7%	+$92.2K	0.01%	1128
2024 Q2	$1.16M	Buy	25,414 +708	+3%	+$30.2K	0.01%	1243
2024 Q1	$1.13M	Buy	24,706 +18,363	+290%	+$856K	0.01%	1209
2023 Q4	$323K	Buy	+6,343	New	+$257K	﹤0.01%	1775

Other funds holding IBTX

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Pathstone Holdings's IBTX Position: Q1 2025 in Review

Pathstone Holdings sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 33,036 shares — an estimated $2M sold.

Pathstone Holdings first reported a position in IBTX in Q4 2023 and held it in 5 quarters. The position peaked at $2M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Pathstone Holdings reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Pathstone Holdings sold 33,036 Independent Bank Group, Inc. shares in Q1 2025, an estimated $2M.
Pathstone Holdings first reported a position in Independent Bank Group, Inc. in Q4 2023 and held it in 5 quarters.
Pathstone Holdings's Independent Bank Group, Inc. position peaked at $2M in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Pathstone Holdings's 13F filing for Q1 2025, filed 15 May 2025.