R Squared’s Independent Bank Corp IBCP Stock Holding History

R Squared’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
2025 Q1	–	Sell	-360	Closed	-$12.5K	–	840
2024 Q4	$12.5K	Buy	+360	New	+$12.8K	0.01%	1074

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

R Squared's IBCP Position: Q1 2025 in Review

R Squared sold out of Independent Bank Corp (IBCP) in Q1 2025, closing a stake of 360 shares — an estimated $12.5K sold.

R Squared first reported a position in IBCP in Q4 2024 and held it in 1 quarter. The position peaked at $12.5K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBCP as of Q1 2025.

R Squared reported no remaining Independent Bank Corp position as of Q1 2025 after selling out during the quarter.
R Squared sold 360 Independent Bank Corp shares in Q1 2025, an estimated $12.5K.
R Squared first reported a position in Independent Bank Corp in Q4 2024 and held it in 1 quarter.
R Squared's Independent Bank Corp position peaked at $12.5K in Q4 2024.
165 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.