Legacy Trust’s Independent Bank Corp IBCP Stock Holding History

Legacy Trust’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 Q3	$1.43M	Buy	+39,141	New	+$1.44M	0.24%	76

Other funds holding IBCP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Legacy Trust's IBCP Position: Q3 2026 in Review

Legacy Trust opened a new position in Independent Bank Corp (IBCP) in Q3 2026: 39,141 shares worth $1.43M. The stake represents 0.24% of the portfolio and ranks #76 among its holdings.

68 funds tracked by Wall St. Rank hold IBCP as of Q3 2026.

Legacy Trust held 39,141 shares of Independent Bank Corp worth $1.43M as of Q3 2026.
Independent Bank Corp was a new Legacy Trust position in Q3 2026.
Independent Bank Corp made up 0.24% of Legacy Trust's portfolio in Q3 2026, its #76 holding.
68 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.