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Plante Moran Financial Advisors’s Independent Bank Corp IBCP Stock Holding History

Plante Moran Financial 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 		– Sell
-788
Closed -$25.6K – 802
2025
Q4 		$25.6K Buy
788
+6
+0.8% +$193 ﹤0.01% 408
2025
Q3 		$24.2K Buy
+782
New +$25.3K ﹤0.01% 443
2017
Q3 		– Sell
-24
Closed -$1K – 828
2017
Q2 		$1K Sell
24
-619
-96% -$13.1K ﹤0.01% 785
2017
Q1 		$13K Hold
643
– – 0.01% 537
2016
Q4 		$14K Hold
643
– – 0.01% 531
2016
Q3 		$11K Hold
643
– – 0.01% 584
2016
Q2 		$9K Hold
643
– – 0.01% 540
2016
Q1 		$9K Hold
643
– – 0.01% 499
2015
Q4 		$10K Buy
+643
New +$9.63K 0.01% 577

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's IBCP Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Independent Bank Corp (IBCP) in Q1 2026, closing a stake of 788 shares — an estimated $25.6K sold.

Plante Moran Financial Advisors first reported a position in IBCP in Q4 2015 and held it in 9 quarters. The position peaked at $25.6K in Q4 2025. 175 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Independent Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 788 Independent Bank Corp shares in Q1 2026, an estimated $25.6K.
  • Plante Moran Financial Advisors first reported a position in Independent Bank Corp in Q4 2015 and held it in 9 quarters.
  • Plante Moran Financial Advisors's Independent Bank Corp position peaked at $25.6K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.