CCM
IBCP icon

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

Coldstream 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
2025
Q2 		– Sell
-95
Closed -$2.93K – 2125
2025
Q1 		$2.93K Buy
+95
New +$3.2K ﹤0.01% 2885

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Coldstream Capital Management's IBCP Position: Q2 2025 in Review

Coldstream Capital Management sold out of Independent Bank Corp (IBCP) in Q2 2025, closing a stake of 95 shares — an estimated $2.93K sold.

Coldstream Capital Management first reported a position in IBCP in Q1 2025 and held it in 1 quarter. The position peaked at $2.93K in Q1 2025. 154 funds tracked by Wall St. Rank hold IBCP as of Q2 2025.

  • Coldstream Capital Management reported no remaining Independent Bank Corp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 95 Independent Bank Corp shares in Q2 2025, an estimated $2.93K.
  • Coldstream Capital Management first reported a position in Independent Bank Corp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Independent Bank Corp position peaked at $2.93K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.