UBS AM’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 |
-71,562
| Closed | -$4.34M | – | 2731 |
|
|
2024
Q4 | $4.34M | Sell |
71,562
-17,548
| -20% | -$1.09M | ﹤0.01% | 1677 |
|
|
2024
Q3 | $5.14M | Sell |
89,110
-12,821
| -13% | -$700K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $4.64M | Buy |
101,931
+72,300
| +244% | +$3.08M | ﹤0.01% | 1533 |
|
|
2024
Q1 | $1.35M | Hold |
29,631
| – | – | ﹤0.01% | 1864 |
|
|
2023
Q4 | $1.51M | Sell |
29,631
-1,979
| -6% | -$80.3K | ﹤0.01% | 1813 |
|
|
2023
Q3 | $1.25M | Hold |
31,610
| – | – | ﹤0.01% | 1836 |
|
|
2023
Q2 | $1.47M | Hold |
31,610
| – | – | ﹤0.01% | 1822 |
|
|
2023
Q1 | $1.47M | Buy |
31,610
+3,165
| +11% | +$180K | ﹤0.01% | 1822 |
|
|
2022
Q4 | $1.71M | Sell |
28,445
-1,289
| -4% | -$81.9K | ﹤0.01% | 1598 |
|
|
2022
Q3 | $1.83M | Sell |
29,734
-9,475
| -24% | -$654K | ﹤0.01% | 1648 |
|
|
2022
Q2 | $2.66M | Sell |
39,209
-523
| -1% | -$36.5K | ﹤0.01% | 1495 |
|
|
2022
Q1 | $2.83M | Buy |
39,732
+731
| +2% | +$55.6K | ﹤0.01% | 1615 |
|
|
2021
Q4 | $2.81M | Buy |
39,001
+1,485
| +4% | +$107K | ﹤0.01% | 1712 |
|
|
2021
Q3 | $2.67M | Buy |
37,516
+1,996
| +6% | +$139K | ﹤0.01% | 1704 |
|
|
2021
Q2 | $2.63M | Sell |
35,520
-4,647
| -12% | -$352K | ﹤0.01% | 1731 |
|
|
2021
Q1 | $2.9M | Sell |
40,167
-334
| -0.8% | -$23.4K | ﹤0.01% | 1597 |
|
|
2020
Q4 | $2.53M | Buy |
40,501
+272
| +0.7% | +$15.1K | ﹤0.01% | 1588 |
|
|
2020
Q3 | $1.78M | Buy |
40,229
+2,941
| +8% | +$130K | ﹤0.01% | 1599 |
|
|
2020
Q2 | $1.51M | Buy |
37,288
+3,920
| +12% | +$127K | ﹤0.01% | 1624 |
|
|
2020
Q1 | $790K | Sell |
33,368
-3,046
| -8% | -$140K | ﹤0.01% | 1786 |
|
|
2019
Q4 | $2.02M | Sell |
36,414
-493
| -1% | -$27.4K | ﹤0.01% | 1603 |
|
|
2019
Q3 | $1.94M | Buy |
36,907
+4,195
| +13% | +$222K | ﹤0.01% | 1627 |
|
|
2019
Q2 | $1.8M | Buy |
32,712
+8,557
| +35% | +$465K | ﹤0.01% | 1647 |
|
|
2019
Q1 | $1.24M | Buy |
24,155
+7,057
| +41% | +$380K | ﹤0.01% | 1735 |
|
|
2018
Q4 | $783K | Buy |
17,098
+7,727
| +82% | +$439K | ﹤0.01% | 1837 |
|
|
2018
Q3 | $621K | Buy |
9,371
+3,271
| +54% | +$223K | ﹤0.01% | 1989 |
|
|
2018
Q2 | $407K | Buy |
6,100
+2,300
| +61% | +$168K | ﹤0.01% | 2184 |
|
|
2018
Q1 | $269K | Buy |
+3,800
| New | +$273K | ﹤0.01% | 2259 |
|
Other funds holding IBTX
UBS AM's IBTX Position: Q1 2025 in Review
UBS AM sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 71,562 shares — an estimated $4.34M sold.
UBS AM first reported a position in IBTX in Q1 2018 and held it in 28 quarters. The position peaked at $5.14M in Q3 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.
- UBS AM reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
- UBS AM sold 71,562 Independent Bank Group, Inc. shares in Q1 2025, an estimated $4.34M.
- UBS AM first reported a position in Independent Bank Group, Inc. in Q1 2018 and held it in 28 quarters.
- UBS AM's Independent Bank Group, Inc. position peaked at $5.14M in Q3 2024.
- 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.
Based on UBS AM's 13F filing for Q1 2025, filed 19 May 2025.