Rafferty Asset Management
IBCP icon

Rafferty Asset Management’s Independent Bank Corp IBCP Stock Holding History

Rafferty Asset Management’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 		$522K Buy
15,673
+836
+6% +$28.8K ﹤0.01% 882
2025
Q4 		$483K Buy
14,837
+1,291
+10% +$41.5K ﹤0.01% 913
2025
Q3 		$420K Sell
13,546
-1,394
-9% -$45K ﹤0.01% 928
2025
Q2 		$484K Sell
14,940
-3,126
-17% -$96.9K ﹤0.01% 897
2025
Q1 		$556K Buy
18,066
+952
+6% +$32K ﹤0.01% 843
2024
Q4 		$596K Sell
17,114
-6,345
-27% -$225K ﹤0.01% 883
2024
Q3 		$782K Buy
23,459
+2,566
+12% +$82.2K ﹤0.01% 850
2024
Q2 		$564K Buy
20,893
+1,583
+8% +$39.2K ﹤0.01% 921
2024
Q1 		$490K Buy
19,310
+5,678
+42% +$141K ﹤0.01% 984
2023
Q4 		$355K Buy
13,632
+2,321
+21% +$49.5K ﹤0.01% 1019
2023
Q3 		$207K Sell
11,311
-4,953
-30% -$94.4K ﹤0.01% 1051
2023
Q2 		$276K Buy
16,264
+3,647
+29% +$62.5K ﹤0.01% 1050
2023
Q1 		$224K Buy
+12,617
New +$273K ﹤0.01% 1090
2022
Q2 		– Sell
-12,719
Closed -$280K – 1174
2022
Q1 		$280K Buy
12,719
+3,316
+35% +$79.7K ﹤0.01% 1109
2021
Q4 		$224K Sell
9,403
-2,747
-23% -$62.8K ﹤0.01% 1203
2021
Q3 		$261K Sell
12,150
-5,171
-30% -$108K ﹤0.01% 1152
2021
Q2 		$376K Buy
17,321
+4,210
+32% +$97.2K ﹤0.01% 1127
2021
Q1 		$310K Buy
+13,111
New +$278K ﹤0.01% 1075

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

Rafferty Asset Management's IBCP Position: Q1 2026 in Review

Rafferty Asset Management increased its Independent Bank Corp (IBCP) stake by 5.6% in Q1 2026, buying an estimated $28.8K and bringing the position to 15,673 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Rafferty Asset Management first reported a position in IBCP in Q1 2021 and has held it in 18 quarters since. The position peaked at $782K in Q3 2024. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Rafferty Asset Management held 15,673 shares of Independent Bank Corp worth $522K as of Q1 2026.
  • Rafferty Asset Management bought 836 Independent Bank Corp shares in Q1 2026, an estimated $28.8K.
  • Independent Bank Corp made up ﹤0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #882 holding.
  • Rafferty Asset Management first reported a position in Independent Bank Corp in Q1 2021 and has held it in 18 quarters since.
  • Rafferty Asset Management's Independent Bank Corp position peaked at $782K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.