Rockefeller Capital Management’s Independent Bank Corp IBCP Stock Holding History

Rockefeller Capital 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	$467K	Hold	14,016	–	–	﹤0.01%	2011
2025 Q4	$456K	Sell	14,016 -33	-0.2%	-$1.06K	﹤0.01%	1958
2025 Q3	$435K	Hold	14,049	–	–	﹤0.01%	1833
2025 Q2	$455K	Hold	14,049	–	–	﹤0.01%	1579
2025 Q1	$433K	Buy	14,049 +28	+0.2%	+$942	﹤0.01%	1523
2024 Q4	$488K	Buy	14,021 +5	+0%	+$177	﹤0.01%	1480
2024 Q3	$467K	Sell	14,016 -66	-0.5%	-$2.12K	﹤0.01%	1446
2024 Q2	$380K	Buy	14,082 +66	+0.5%	+$1.63K	﹤0.01%	1505
2024 Q1	$355K	Buy	+14,016	New	+$349K	﹤0.01%	1551
2022 Q3	–	Sell	-26	Closed	–	–	4107
2022 Q2	$0	Hold	26	–	–	﹤0.01%	4233
2022 Q1	$0	Buy	+26	New	+$625	﹤0.01%	3960
2021 Q4	–	Sell	-103	Closed	-$2K	–	3868
2021 Q3	$2K	Buy	+103	New	+$2.14K	﹤0.01%	3438
2020 Q3	–	Sell	-306	Closed	-$5K	–	2675
2020 Q2	$5K	Buy	+306	New	+$4.22K	﹤0.01%	2097

Other funds holding IBCP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Capital Management's IBCP Position: Q1 2026 in Review

Rockefeller Capital Management held its Independent Bank Corp (IBCP) position steady in Q1 2026 at 14,016 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Rockefeller Capital Management first reported a position in IBCP in Q2 2020 and has held it in 13 quarters since. The position peaked at $488K in Q4 2024. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

Rockefeller Capital Management held 14,016 shares of Independent Bank Corp worth $467K as of Q1 2026.
Rockefeller Capital Management left its Independent Bank Corp share count unchanged in Q1 2026.
Independent Bank Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2011 holding.
Rockefeller Capital Management first reported a position in Independent Bank Corp in Q2 2020 and has held it in 13 quarters since.
Rockefeller Capital Management's Independent Bank Corp position peaked at $488K in Q4 2024.
174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.