CA
IBCP icon

CSM Advisors’s Independent Bank Corp IBCP Stock Holding History

CSM 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 		$8.07M Buy
223,770
+26,270
+13% +$899K 0.17% 148
2026
Q1 		$6.58M Sell
197,500
-210
-0.1% -$7.23K 0.16% 147
2025
Q4 		$6.43M Buy
197,710
+165
+0.1% +$5.3K 0.17% 132
2025
Q3 		$6.12M Sell
197,545
-6,435
-3% -$208K 0.17% 141
2025
Q2 		$6.61M Buy
+203,980
New +$6.32M 0.19% 128

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CSM Advisors's IBCP Position: Q2 2026 in Review

CSM Advisors increased its Independent Bank Corp (IBCP) stake by 13% in Q2 2026, buying an estimated $899K and bringing the position to 223,770 shares worth $8.07M. The position accounts for 0.17% of the portfolio, ranked #148.

CSM Advisors first reported a position in IBCP in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • CSM Advisors held 223,770 shares of Independent Bank Corp worth $8.07M as of Q2 2026.
  • CSM Advisors bought 26,270 Independent Bank Corp shares in Q2 2026, an estimated $899K.
  • Independent Bank Corp made up 0.17% of CSM Advisors's portfolio in Q2 2026, its #148 holding.
  • CSM Advisors first reported a position in Independent Bank Corp in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.