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Dakota Wealth Management’s Independent Bank Corp IBCP Stock Holding History

Dakota Wealth 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
Q3 		– Sell
-7,407
Closed -$240K – 725
2025
Q2 		$240K Sell
7,407
-25
-0.3% -$775 0.01% 677
2025
Q1 		$229K Buy
7,432
+1,606
+28% +$54K 0.01% 682
2024
Q4 		$203K Buy
+5,826
New +$207K ﹤0.01% 708
2022
Q3 		– Sell
-10,164
Closed -$196K – 591
2022
Q2 		$196K Buy
+10,164
New +$202K 0.02% 454

Other funds holding IBCP

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's IBCP Position: Q3 2025 in Review

Dakota Wealth Management sold out of Independent Bank Corp (IBCP) in Q3 2025, closing a stake of 7,407 shares — an estimated $240K sold.

Dakota Wealth Management first reported a position in IBCP in Q2 2022 and held it in 4 quarters. The position peaked at $240K in Q2 2025. 165 funds tracked by Wall St. Rank hold IBCP as of Q3 2025.

  • Dakota Wealth Management reported no remaining Independent Bank Corp position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 7,407 Independent Bank Corp shares in Q3 2025, an estimated $240K.
  • Dakota Wealth Management first reported a position in Independent Bank Corp in Q2 2022 and held it in 4 quarters.
  • Dakota Wealth Management's Independent Bank Corp position peaked at $240K in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.