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Ategra Capital Management’s Independent Bank Corp IBCP Stock Holding History

Ategra Capital Management’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 		$5.02M Hold
139,223
– – 2.26% 17
2026
Q1 		$4.64M Hold
139,223
– – 2.3% 16
2025
Q4 		$4.53M Buy
+139,223
New +$4.47M 2.15% 17
2024
Q4 		– Sell
-50,601
Closed -$1.69M – 24
2024
Q3 		$1.69M Sell
50,601
-311,284
-86% -$9.97M 1.2% 17
2024
Q2 		$9.77M Sell
361,885
-71,057
-16% -$1.76M 8.19% 6
2024
Q1 		$11M Sell
432,942
-189
-0% -$4.7K 4.95% 5
2023
Q4 		$11.3M Buy
433,131
+4,537
+1% +$96.8K 4.95% 7
2023
Q3 		$7.86M Buy
428,594
+9,149
+2% +$174K 4.27% 7
2023
Q2 		$7.07M Buy
419,445
+68,151
+19% +$1.17M 3.8% 7
2023
Q1 		$6.24M Buy
351,294
+32,143
+10% +$695K 3.42% 8
2022
Q4 		$7.63M Buy
319,151
+3,687
+1% +$84K 3.86% 7
2022
Q3 		$6.03M Buy
315,464
+63,395
+25% +$1.29M 3.11% 10
2022
Q2 		$4.86M Buy
252,069
+91,987
+57% +$1.83M 2.48% 12
2022
Q1 		$3.52M Buy
160,082
+147,056
+1,129% +$3.54M 1.54% 22
2021
Q4 		$311K Buy
+13,026
New +$298K 0.14% 92

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ategra Capital Management's IBCP Position: Q2 2026 in Review

Ategra Capital Management held its Independent Bank Corp (IBCP) position steady in Q2 2026 at 139,223 shares worth $5.02M. The position accounts for 2.26% of the portfolio, ranked #17.

Ategra Capital Management first reported a position in IBCP in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.3M in Q4 2023. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Ategra Capital Management held 139,223 shares of Independent Bank Corp worth $5.02M as of Q2 2026.
  • Ategra Capital Management left its Independent Bank Corp share count unchanged in Q2 2026.
  • Independent Bank Corp made up 2.26% of Ategra Capital Management's portfolio in Q2 2026, its #17 holding.
  • Ategra Capital Management first reported a position in Independent Bank Corp in Q4 2021 and has held it in 15 quarters since.
  • Ategra Capital Management's Independent Bank Corp position peaked at $11.3M in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Ategra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.