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Axxcess Wealth Management’s Independent Bank Corp IBCP Stock Holding History

Axxcess Wealth 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
2025
Q1 		– Sell
-10,173
Closed -$354K – 893
2024
Q4 		$354K Buy
10,173
+1
+0% +$35 0.01% 628
2024
Q3 		$339K Buy
10,172
+1
+0% +$32 0.01% 652
2024
Q2 		$275K Buy
10,171
+1
+0% +$25 0.01% 683
2024
Q1 		$258K Buy
+10,170
New +$253K 0.01% 717

Other funds holding IBCP

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Vanguard Group
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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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Axxcess Wealth Management's IBCP Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Independent Bank Corp (IBCP) in Q1 2025, closing a stake of 10,173 shares — an estimated $354K sold.

Axxcess Wealth Management first reported a position in IBCP in Q1 2024 and held it in 4 quarters. The position peaked at $354K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBCP as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Independent Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,173 Independent Bank Corp shares in Q1 2025, an estimated $354K.
  • Axxcess Wealth Management first reported a position in Independent Bank Corp in Q1 2024 and held it in 4 quarters.
  • Axxcess Wealth Management's Independent Bank Corp position peaked at $354K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.