SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC IBTX β€” Independent Bk Group

Ownership history in SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC  Β·  22 quarters on record

AI Ownership Summary

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported Independent Bk Group (IBTX) in 22 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 1.21% in 2024 Q1. The latest visible filing shows IBTX at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC's position in Independent Bk Group, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

IBTX was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBTX stock page SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC fund profile SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC full holdings
How SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC held IBTX β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED β€” β€” β€” 21,301 -93,436 -81.4% 0.26% $1.3M 2025-02-14 (Est.) β€”
2024 Q3 REDUCED β€” β€” β€” 114,737 -5,899 -4.9% 1.19% $6.6M 2024-11-14 β€”
2024 Q2 REDUCED β€” β€” β€” 120,636 -11,488 -8.7% 0.99% $5.5M 2024-07-18 β€”
2024 Q1 ADDED β€” β€” β€” 132,124 +28,329 +27.3% 1.21% $6.0M 2024-04-11 β€”
2023 Q4 REDUCED β€” β€” β€” 103,795 -8,792 -7.8% 1.18% $5.3M 2024-01-09 β€”
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IBTX

As of 2025 Q2 β€” sorted by position size

OSAIC HOLDINGS, INC. 3Y 0.0%

FAQ About SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC and IBTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported owning IBTX?

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported IBTX across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported IBTX position in SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for IBTX was 1.21% in 2024 Q1.

What is the latest reported IBTX position on this page?

The most recent filing on this page is 2024 Q4, when SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported 21,301 shares, equal to 0.26% of portfolio, with an estimated market value of $1.3M.

What does the chart on this IBTX ownership page compare?

The chart compares SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC's quarterly IBTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC Holdings