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Regal Investment Advisors’s Independent Bank Corp IBCP Stock Holding History

Regal Investment 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
2024
Q4 		– Sell
-9,178
Closed -$306K – 487
2024
Q3 		$306K Sell
9,178
-487
-5% -$15.6K 0.02% 446
2024
Q2 		$261K Buy
9,665
+51
+0.5% +$1.26K 0.02% 489
2024
Q1 		$244K Sell
9,614
-1,377
-13% -$34.2K 0.02% 504
2023
Q4 		$286K Buy
10,991
+75
+0.7% +$1.6K 0.02% 429
2023
Q3 		$200K Buy
10,916
+75
+0.7% +$1.43K 0.02% 471
2023
Q2 		$184K Buy
+10,841
New +$186K 0.02% 486
2023
Q1 		– Sell
-8,677
Closed -$208K – 532
2022
Q4 		$208K Buy
+8,677
New +$198K 0.02% 449
2022
Q1 		– Sell
-8,422
Closed -$201K – 545
2021
Q4 		$201K Sell
8,422
-2,700
-24% -$61.7K 0.02% 517
2021
Q3 		$239K Sell
11,122
-30
-0.3% -$624 0.02% 469
2021
Q2 		$242K Buy
+11,152
New +$257K 0.02% 463
2021
Q1 		– Sell
-11,029
Closed -$204K – 212
2020
Q4 		$204K Buy
+11,029
New +$181K 0.02% 446
2020
Q3 		– Sell
-14,979
Closed -$222K – 116
2020
Q2 		$222K Buy
+14,979
New +$207K 0.04% 293
2020
Q1 		– Sell
-15,193
Closed -$344K – 155
2019
Q4 		$344K Sell
15,193
-3,899
-20% -$86.3K 0.06% 247
2019
Q3 		$407K Buy
19,092
+131
+0.7% +$2.73K 0.08% 208
2019
Q2 		$413K Buy
18,961
+4,584
+32% +$99.3K 0.08% 212
2019
Q1 		$309K Buy
14,377
+80
+0.6% +$1.8K 0.06% 240
2018
Q4 		$301K Buy
+14,297
New +$322K 0.07% 243

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Investment Advisors's IBCP Position: Q4 2024 in Review

Regal Investment Advisors sold out of Independent Bank Corp (IBCP) in Q4 2024, closing a stake of 9,178 shares — an estimated $306K sold.

Regal Investment Advisors first reported a position in IBCP in Q4 2018 and held it in 17 quarters. The position peaked at $413K in Q2 2019. 172 funds tracked by Wall St. Rank hold IBCP as of Q4 2024.

  • Regal Investment Advisors reported no remaining Independent Bank Corp position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 9,178 Independent Bank Corp shares in Q4 2024, an estimated $306K.
  • Regal Investment Advisors first reported a position in Independent Bank Corp in Q4 2018 and held it in 17 quarters.
  • Regal Investment Advisors's Independent Bank Corp position peaked at $413K in Q2 2019.
  • 172 funds tracked by Wall St. Rank held Independent Bank Corp as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.