Envestnet Asset Management
IBCP icon

Envestnet Asset Management’s Independent Bank Corp IBCP Stock Holding History

Envestnet Asset 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
2026
Q1 		$321K Sell
9,632
-375
-4% -$12.9K ﹤0.01% 4239
2025
Q4 		$326K Sell
10,007
-7,561
-43% -$243K ﹤0.01% 3978
2025
Q3 		$544K Buy
17,568
+2,198
+14% +$71K ﹤0.01% 3705
2025
Q2 		$498K Buy
15,370
+291
+2% +$9.02K ﹤0.01% 3688
2025
Q1 		$464K Buy
15,079
+4,062
+37% +$137K ﹤0.01% 3671
2024
Q4 		$384K Buy
11,017
+3,018
+38% +$107K ﹤0.01% 3747
2024
Q3 		$267K Sell
7,999
-3,113
-28% -$99.7K ﹤0.01% 3882
2024
Q2 		$300K Sell
11,112
-115
-1% -$2.85K ﹤0.01% 3736
2024
Q1 		$285K Sell
11,227
-789
-7% -$19.6K ﹤0.01% 3751
2023
Q4 		$313K Sell
12,016
-144
-1% -$3.07K ﹤0.01% 3596
2023
Q3 		$223K Buy
+12,160
New +$232K ﹤0.01% 3689
2017
Q2 		– Sell
-1,759
Closed -$36K – 3082
2017
Q1 		$36K Sell
1,759
-43
-2% -$909 ﹤0.01% 2517
2016
Q4 		$39K Sell
1,802
-174
-9% -$3.21K ﹤0.01% 2514
2016
Q3 		$33K Buy
1,976
+625
+46% +$9.88K ﹤0.01% 2719
2016
Q2 		$20K Buy
+1,351
New +$19.9K ﹤0.01% 2962

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management's IBCP Position: Q1 2026 in Review

Envestnet Asset Management reduced its Independent Bank Corp (IBCP) stake by 3.7% in Q1 2026, selling an estimated $12.9K and leaving 9,632 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #4239.

Envestnet Asset Management first reported a position in IBCP in Q2 2016 and has held it in 15 quarters since. The position peaked at $544K in Q3 2025. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Envestnet Asset Management held 9,632 shares of Independent Bank Corp worth $321K as of Q1 2026.
  • Envestnet Asset Management sold 375 Independent Bank Corp shares in Q1 2026, an estimated $12.9K.
  • Independent Bank Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4239 holding.
  • Envestnet Asset Management first reported a position in Independent Bank Corp in Q2 2016 and has held it in 15 quarters since.
  • Envestnet Asset Management's Independent Bank Corp position peaked at $544K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.