CA
IBCP icon

Clearstead Advisors’s Independent Bank Corp IBCP Stock Holding History

Clearstead Advisors’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 		$397 Buy
+11
New +$376 ﹤0.01% 2996
2026
Q1 		– Sell
-2
Closed -$66 – 2532
2025
Q4 		$66 Hold
2
– – ﹤0.01% 2574
2025
Q3 		$62 Buy
+2
New +$65 ﹤0.01% 2961

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Clearstead Advisors's IBCP Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Independent Bank Corp (IBCP) in Q2 2026: 11 shares worth $397. The stake represents ﹤0.01% of the portfolio and ranks #2996 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IBCP as recently as Q4 2025.

Clearstead Advisors first reported a position in IBCP in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Clearstead Advisors held 11 shares of Independent Bank Corp worth $397 as of Q2 2026.
  • Independent Bank Corp was a new Clearstead Advisors position in Q2 2026.
  • Independent Bank Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2996 holding.
  • Clearstead Advisors first reported a position in Independent Bank Corp in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.