Principal Financial Group’s Independent Bank Group, Inc. IBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-174,822
| Closed | -$10.6M | – | 2246 |
|
|
2024
Q4 | $10.6M | Buy |
174,822
+4,839
| +3% | +$300K | 0.01% | 1268 |
|
|
2024
Q3 | $9.8M | Sell |
169,983
-7,621
| -4% | -$416K | 0.01% | 1289 |
|
|
2024
Q2 | $8.08M | Sell |
177,604
-8,883
| -5% | -$379K | ﹤0.01% | 1378 |
|
|
2024
Q1 | $8.51M | Sell |
186,487
-743
| -0.4% | -$34.7K | 0.01% | 1388 |
|
|
2023
Q4 | $9.53M | Sell |
187,230
-6,611
| -3% | -$268K | 0.01% | 1311 |
|
|
2023
Q3 | $7.67M | Sell |
193,841
-8,173
| -4% | -$334K | 0.01% | 1354 |
|
|
2023
Q2 | $6.98M | Sell |
202,014
-12,161
| -6% | -$451K | ﹤0.01% | 1413 |
|
|
2023
Q1 | $9.93M | Sell |
214,175
-2,370
| -1% | -$135K | 0.01% | 1253 |
|
|
2022
Q4 | $13M | Sell |
216,545
-1,843
| -0.8% | -$117K | 0.01% | 1092 |
|
|
2022
Q3 | $13.4M | Sell |
218,388
-6,223
| -3% | -$429K | 0.01% | 1017 |
|
|
2022
Q2 | $15.3M | Sell |
224,611
-48,689
| -18% | -$3.4M | 0.01% | 1020 |
|
|
2022
Q1 | $19.4M | Sell |
273,300
-15,731
| -5% | -$1.2M | 0.01% | 927 |
|
|
2021
Q4 | $20.9M | Sell |
289,031
-24,906
| -8% | -$1.8M | 0.01% | 924 |
|
|
2021
Q3 | $22.3M | Sell |
313,937
-69
| -0% | -$4.8K | 0.01% | 858 |
|
|
2021
Q2 | $23.2M | Buy |
314,006
+3,525
| +1% | +$267K | 0.02% | 860 |
|
|
2021
Q1 | $22.4M | Buy |
310,481
+8,647
| +3% | +$606K | 0.02% | 823 |
|
|
2020
Q4 | $18.9M | Sell |
301,834
-63,544
| -17% | -$3.52M | 0.01% | 809 |
|
|
2020
Q3 | $16.1M | Buy |
365,378
+36,899
| +11% | +$1.63M | 0.01% | 784 |
|
|
2020
Q2 | $13.3M | Buy |
328,479
+306,037
| +1,364% | +$9.91M | 0.01% | 877 |
|
|
2020
Q1 | $531K | Sell |
22,442
-4,071
| -15% | -$187K | ﹤0.01% | 1858 |
|
|
2019
Q4 | $1.47M | Sell |
26,513
-308
| -1% | -$17.1K | ﹤0.01% | 1774 |
|
|
2019
Q3 | $1.41M | Buy |
26,821
+7,126
| +36% | +$376K | ﹤0.01% | 1779 |
|
|
2019
Q2 | $1.08M | Sell |
19,695
-13,377
| -40% | -$727K | ﹤0.01% | 1829 |
|
|
2019
Q1 | $1.7M | Buy |
33,072
+5,075
| +18% | +$273K | ﹤0.01% | 1758 |
|
|
2018
Q4 | $1.28M | Buy |
27,997
+13,599
| +94% | +$772K | ﹤0.01% | 1780 |
|
|
2018
Q3 | $955K | Buy |
14,398
+66
| +0.5% | +$4.51K | ﹤0.01% | 1854 |
|
|
2018
Q2 | $958K | Buy |
14,332
+748
| +6% | +$54.6K | ﹤0.01% | 1853 |
|
|
2018
Q1 | $960K | Buy |
13,584
+1,660
| +14% | +$119K | ﹤0.01% | 1832 |
|
|
2017
Q4 | $806K | Sell |
11,924
-147,319
| -93% | -$9.53M | ﹤0.01% | 1879 |
|
|
2017
Q3 | $9.6M | Sell |
159,243
-346
| -0.2% | -$20.1K | 0.01% | 1261 |
|
|
2017
Q2 | $9.49M | Buy |
159,589
+6,776
| +4% | +$404K | 0.01% | 1257 |
|
|
2017
Q1 | $9.83M | Buy |
152,813
+93,513
| +158% | +$5.89M | 0.01% | 1203 |
|
|
2016
Q4 | $3.7M | Buy |
+59,300
| New | +$3.2M | ﹤0.01% | 1616 |
|
Other funds holding IBTX
Principal Financial Group's IBTX Position: Q1 2025 in Review
Principal Financial Group sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 174,822 shares — an estimated $10.6M sold.
Principal Financial Group first reported a position in IBTX in Q4 2016 and held it in 33 quarters. The position peaked at $23.2M in Q2 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- Principal Financial Group reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- Principal Financial Group sold 174,822 Independent Bank Group, Inc. shares in Q1 2025, an estimated $10.6M.
- Principal Financial Group first reported a position in Independent Bank Group, Inc. in Q4 2016 and held it in 33 quarters.
- Principal Financial Group's Independent Bank Group, Inc. position peaked at $23.2M in Q2 2021.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on Principal Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.