WCMNY
IBTX

Westchester Capital Management (New York)’s Independent Bank Group, Inc. IBTX Stock Holding History

Westchester Capital Management (New York)’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
2024
Q4 		– Sell
-304,444
Closed -$17.6M – 237
2024
Q3 		$17.6M Buy
304,444
+40,944
+16% +$2.24M 0.75% 27
2024
Q2 		$12M Buy
+263,500
New +$11.2M 0.45% 35

Other funds holding IBTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westchester Capital Management (New York)'s IBTX Position: Q4 2024 in Review

Westchester Capital Management (New York) sold out of Independent Bank Group, Inc. (IBTX) in Q4 2024, closing a stake of 304,444 shares — an estimated $17.6M sold.

Westchester Capital Management (New York) first reported a position in IBTX in Q2 2024 and held it in 2 quarters. The position peaked at $17.6M in Q3 2024. 187 funds tracked by Wall St. Rank hold IBTX as of Q4 2024.

  • Westchester Capital Management (New York) reported no remaining Independent Bank Group, Inc. position as of Q4 2024 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 304,444 Independent Bank Group, Inc. shares in Q4 2024, an estimated $17.6M.
  • Westchester Capital Management (New York) first reported a position in Independent Bank Group, Inc. in Q2 2024 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Independent Bank Group, Inc. position peaked at $17.6M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q4 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2024, filed 14 Feb 2025.