SEC 13F Intelligence

Phocas Financial Corp. / IBTXUSD

Phocas Financial Corp.’s Independent Bank Group Inc Position

Does Phocas Financial Corp. own Independent Bank Group Inc (IBTXUSD)? Not currently — the last reported position was 118.7K shares worth $7M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2022
Shares
118.7K
% of Portfolio
+1.03%
Quarters Held
16
position exited

Position History IBTXUSD

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ3 ’19: $3MQ3 ’19Q4 ’19: $8MQ1 ’20: $3MQ1 ’20Q2 ’20: $7MQ3 ’20: $8MQ3 ’20Q4 ’20: $10MQ1 ’21: $10MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ3 ’21Q4 ’21: $9MQ1 ’22: $8MQ1 ’22Q2 ’22: $8MQ3 ’22: $7MQ3 ’22Q4 ’22: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022118.7K$7M+1.03%
Q3 2022118.8K$7M+1.13%
Q2 2022115.1K$8M+1.17%
Q1 2022116.4K$8M+1.03%
Q4 2021118.3K$9M+1.09%
Q3 2021121.1K$9M+1.09%
Q2 2021120.2K$9M+1.12%
Q1 2021153.0K$10M+1.46%
Q4 2020153.0K$10M+1.46%
Q3 2020184.1K$8M+1.40%
Q2 2020178.3K$7M+1.28%
Q1 2020139.0K$3M+0.66%
Q4 2019141.1K$8M+0.94%
Q3 201964.8K$3M+0.36%
Q2 201964.9K$4M+0.38%
Q1 201971.7K$4M+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phocas Financial Corp.’s full portfolio or all institutional holders of IBTXUSD.