AssetMark Inc
IBCP icon

AssetMark Inc’s Independent Bank Corp IBCP Stock Holding History

AssetMark Inc’s Portfolio IBCP Stock Details IBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.6K Buy
1,098
+132
+14% +$4.52K ﹤0.01% 1925
2026
Q1 		$32.2K Buy
966
+11
+1% +$378 ﹤0.01% 1900
2025
Q4 		$31.1K Sell
955
-206
-18% -$6.62K ﹤0.01% 1864
2025
Q3 		$36K Buy
+1,161
New +$37.5K ﹤0.01% 1748

Other funds holding IBCP

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

AssetMark Inc's IBCP Position: Q2 2026 in Review

AssetMark Inc increased its Independent Bank Corp (IBCP) stake by 14% in Q2 2026, buying an estimated $4.52K and bringing the position to 1,098 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

AssetMark Inc first reported a position in IBCP in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • AssetMark Inc held 1,098 shares of Independent Bank Corp worth $39.6K as of Q2 2026.
  • AssetMark Inc bought 132 Independent Bank Corp shares in Q2 2026, an estimated $4.52K.
  • Independent Bank Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1925 holding.
  • AssetMark Inc first reported a position in Independent Bank Corp in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.