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

Steward 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
2023 Q3	$1K	Buy	+33	New	+$1.35K	﹤0.01%	1310
2023 Q2	–	Sell	-21	Closed	–	–	1104
2023 Q1	$0	Buy	21 +3	+17%	+$170	﹤0.01%	981
2022 Q4	$1K	Buy	+18	New	+$1.14K	﹤0.01%	514
2022 Q3	–	Sell	-21	Closed	-$1K	–	1493
2022 Q2	$1K	Buy	+21	New	+$1.47K	﹤0.01%	936

Other funds holding IBTX

BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Steward Financial Group's IBTX Position: Q3 2023 in Review

Steward Financial Group opened a new position in Independent Bank Group, Inc. (IBTX) in Q3 2023: 33 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IBTX as recently as Q1 2023.

Steward Financial Group first reported a position in IBTX in Q2 2022 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold IBTX as of Q3 2023.

Steward Financial Group held 33 shares of Independent Bank Group, Inc. worth $1K as of Q3 2023.
Independent Bank Group, Inc. was a new Steward Financial Group position in Q3 2023.
Independent Bank Group, Inc. made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1310 holding.
Steward Financial Group first reported a position in Independent Bank Group, Inc. in Q2 2022 and has held it in 4 quarters since.
184 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.