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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
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 $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

Integrated Wealth Concepts's IBCP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Independent Bank Corp (IBCP) stake by 6.8% in Q1 2026, buying an estimated $21.2K and bringing the position to 9,598 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Integrated Wealth Concepts first reported a position in IBCP in Q1 2025 and has held it in 5 quarters since. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Integrated Wealth Concepts held 9,598 shares of Independent Bank Corp worth $320K as of Q1 2026.
  • Integrated Wealth Concepts bought 615 Independent Bank Corp shares in Q1 2026, an estimated $21.2K.
  • Independent Bank Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1817 holding.
  • Integrated Wealth Concepts first reported a position in Independent Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.