Raymond James Financial
IBTX

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

Raymond James Financial’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
-108,692
Closed -$6.6M – 5014
2024
Q4 		$6.6M Buy
+108,692
New +$6.73M ﹤0.01% 2144

Other funds holding IBTX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial's IBTX Position: Q1 2025 in Review

Raymond James Financial sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 108,692 shares — an estimated $6.6M sold.

Raymond James Financial first reported a position in IBTX in Q4 2024 and held it in 1 quarter. The position peaked at $6.6M in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • Raymond James Financial reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • Raymond James Financial sold 108,692 Independent Bank Group, Inc. shares in Q1 2025, an estimated $6.6M.
  • Raymond James Financial first reported a position in Independent Bank Group, Inc. in Q4 2024 and held it in 1 quarter.
  • Raymond James Financial's Independent Bank Group, Inc. position peaked at $6.6M in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.