EWA
IBCP icon

EverSource Wealth Advisors’s Independent Bank Corp IBCP Stock Holding History

EverSource Wealth 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
Q1 		$16.5K Sell
496
-57
-10% -$1.96K ﹤0.01% 2627
2025
Q4 		$18K Sell
553
-47
-8% -$1.51K ﹤0.01% 2454
2025
Q3 		$18.6K Sell
600
-157
-21% -$5.07K ﹤0.01% 2408
2025
Q2 		$24.5K Buy
757
+722
+2,063% +$22.4K ﹤0.01% 2141
2025
Q1 		$1.08K Buy
35
+7
+25% +$236 ﹤0.01% 3203
2024
Q4 		$975 Buy
+28
New +$993 ﹤0.01% 2973

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

EverSource Wealth Advisors's IBCP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Independent Bank Corp (IBCP) stake by 10% in Q1 2026, selling an estimated $1.96K and leaving 496 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

EverSource Wealth Advisors first reported a position in IBCP in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.5K in Q2 2025. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • EverSource Wealth Advisors held 496 shares of Independent Bank Corp worth $16.5K as of Q1 2026.
  • EverSource Wealth Advisors sold 57 Independent Bank Corp shares in Q1 2026, an estimated $1.96K.
  • Independent Bank Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2627 holding.
  • EverSource Wealth Advisors first reported a position in Independent Bank Corp in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Independent Bank Corp position peaked at $24.5K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.