Corient Private Wealth’s Independent Bank Corp IBCP Stock Holding History

Corient Private Wealth’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	$325K	Buy	+8,997	New	+$308K	﹤0.01%	2511

Other funds holding IBCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Corient Private Wealth's IBCP Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Independent Bank Corp (IBCP) in Q2 2026: 8,997 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #2511 among its holdings.

185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

Corient Private Wealth held 8,997 shares of Independent Bank Corp worth $325K as of Q2 2026.
Independent Bank Corp was a new Corient Private Wealth position in Q2 2026.
Independent Bank Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2511 holding.
185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.