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Integrated Wealth Concepts’s Independent Bank Corp IBCP Stock Holding History

Integrated Wealth Concepts’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 		$352K Buy
9,758
+160
+2% +$5.47K ﹤0.01% 1881
2026
Q1 		$320K Buy
9,598
+615
+7% +$21.2K ﹤0.01% 1817
2025
Q4 		$292K Sell
8,983
-907
-9% -$29.1K ﹤0.01% 1336
2025
Q3 		$306K Buy
9,890
+29
+0.3% +$937 ﹤0.01% 1619
2025
Q2 		$320K Buy
9,861
+525
+6% +$16.3K ﹤0.01% 1515
2025
Q1 		$287K Buy
+9,336
New +$314K ﹤0.01% 1426

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

Integrated Wealth Concepts's IBCP Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Independent Bank Corp (IBCP) stake by 1.7% in Q2 2026, buying an estimated $5.47K and bringing the position to 9,758 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Integrated Wealth Concepts first reported a position in IBCP in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Integrated Wealth Concepts held 9,758 shares of Independent Bank Corp worth $352K as of Q2 2026.
  • Integrated Wealth Concepts bought 160 Independent Bank Corp shares in Q2 2026, an estimated $5.47K.
  • Independent Bank Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1881 holding.
  • Integrated Wealth Concepts first reported a position in Independent Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

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