Carson Wealth (CWM LLC)
IBCP icon

Carson Wealth (CWM LLC)’s Independent Bank Corp IBCP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$255K Buy
7,650
+272
+4% +$9.36K ﹤0.01% 2517
2025
Q4 		$240K Sell
7,378
-1,037
-12% -$33.3K ﹤0.01% 2418
2025
Q3 		$261K Buy
8,415
+1,587
+23% +$51.3K ﹤0.01% 2240
2025
Q2 		$221K Buy
6,828
+340
+5% +$10.5K ﹤0.01% 2089
2025
Q1 		$200K Buy
6,488
+217
+3% +$7.3K ﹤0.01% 1920
2024
Q4 		$218K Sell
6,271
-16
-0.3% -$568 ﹤0.01% 1772
2024
Q3 		$210K Buy
6,287
+2,025
+48% +$64.9K ﹤0.01% 1730
2024
Q2 		$115K Buy
4,262
+4,029
+1,729% +$99.8K ﹤0.01% 1883
2024
Q1 		$6K Buy
233
+1
+0.4% +$25 ﹤0.01% 3577
2023
Q4 		$6K Buy
232
+170
+274% +$3.63K ﹤0.01% 3431
2023
Q3 		$1K Buy
+62
New +$1.18K ﹤0.01% 4000
2023
Q2 		– Sell
-32
Closed -$1K – 4303
2023
Q1 		$1K Sell
32
-13
-29% -$281 ﹤0.01% 3848
2022
Q4 		$1K Buy
45
+13
+41% +$296 ﹤0.01% 3761
2022
Q3 		$1K Hold
32
– – ﹤0.01% 3666
2022
Q2 		$1K Sell
32
-1,263
-98% -$25.1K ﹤0.01% 3557
2022
Q1 		$28K Buy
1,295
+1,108
+593% +$26.6K ﹤0.01% 1872
2021
Q4 		$4K Buy
+187
New +$4.28K ﹤0.01% 2839

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBCP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Independent Bank Corp (IBCP) stake by 3.7% in Q1 2026, buying an estimated $9.36K and bringing the position to 7,650 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Carson Wealth (CWM LLC) first reported a position in IBCP in Q4 2021 and has held it in 17 quarters since. The position peaked at $261K in Q3 2025. 175 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,650 shares of Independent Bank Corp worth $255K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 272 Independent Bank Corp shares in Q1 2026, an estimated $9.36K.
  • Independent Bank Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2517 holding.
  • Carson Wealth (CWM LLC) first reported a position in Independent Bank Corp in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Independent Bank Corp position peaked at $261K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.