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

UMB Bank’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	-76	Closed	-$4.61K	–	2197
2024 Q4	$4.61K	Hold	76	–	–	﹤0.01%	1735
2024 Q3	$4.38K	Buy	76 +33	+77%	+$1.8K	﹤0.01%	1775
2024 Q2	$1.96K	Buy	43 +17	+65%	+$725	﹤0.01%	1790
2024 Q1	$1.19K	Buy	+26	New	+$1.21K	﹤0.01%	1710

Other funds holding IBTX

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

UMB Bank's IBTX Position: Q1 2025 in Review

UMB Bank sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 76 shares — an estimated $4.61K sold.

UMB Bank first reported a position in IBTX in Q1 2024 and held it in 4 quarters. The position peaked at $4.61K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

UMB Bank reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
UMB Bank sold 76 Independent Bank Group, Inc. shares in Q1 2025, an estimated $4.61K.
UMB Bank first reported a position in Independent Bank Group, Inc. in Q1 2024 and held it in 4 quarters.
UMB Bank's Independent Bank Group, Inc. position peaked at $4.61K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.