CoreCap Advisors
IBCP icon

CoreCap Advisors’s Independent Bank Corp IBCP Stock Holding History

CoreCap 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
Q3 		$705 Hold
20
– – ﹤0.01% 2731
2026
Q2 		$721 Buy
+20
New +$684 ﹤0.01% 2769
2022
Q1 		– Sell
-3,083
Closed -$74K – 1232
2021
Q4 		$74K Buy
+3,083
New +$70.5K ﹤0.01% 865

Other funds holding IBCP

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CoreCap Advisors's IBCP Position: Q3 2026 in Review

CoreCap Advisors held its Independent Bank Corp (IBCP) position steady in Q3 2026 at 20 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

CoreCap Advisors first reported a position in IBCP in Q4 2021 and has held it in 3 quarters since. The position peaked at $74K in Q4 2021. 25 funds tracked by Wall St. Rank hold IBCP as of Q3 2026.

  • CoreCap Advisors held 20 shares of Independent Bank Corp worth $705 as of Q3 2026.
  • CoreCap Advisors left its Independent Bank Corp share count unchanged in Q3 2026.
  • Independent Bank Corp made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2731 holding.
  • CoreCap Advisors first reported a position in Independent Bank Corp in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's Independent Bank Corp position peaked at $74K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.