Rothschild Investment LLC’s Independent Bank Corp IBCP Stock Holding History

Rothschild Investment LLC’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 Q2	$3.39K	Buy	94 +57	+154%	+$1.95K	﹤0.01%	2492
2026 Q1	$1.23K	Buy	37 +5	+16%	+$172	﹤0.01%	2781
2025 Q4	$1.04K	Buy	32 +2	+7%	+$64	﹤0.01%	2658
2025 Q3	$929	Sell	30 -15	-33%	-$485	﹤0.01%	2612
2025 Q2	$1.46K	Buy	45 +10	+29%	+$310	﹤0.01%	2259
2025 Q1	$1.08K	Buy	35 +15	+75%	+$505	﹤0.01%	2295
2024 Q4	$697	Sell	20 -10	-33%	-$355	﹤0.01%	2410
2024 Q3	$1K	Buy	30 +25	+500%	+$801	﹤0.01%	2169
2024 Q2	$135	Buy	+5	New	+$124	﹤0.01%	2611

Other funds holding IBCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Rothschild Investment LLC's IBCP Position: Q2 2026 in Review

Rothschild Investment LLC increased its Independent Bank Corp (IBCP) stake by 154% in Q2 2026, buying an estimated $1.95K and bringing the position to 94 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Rothschild Investment LLC first reported a position in IBCP in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

Rothschild Investment LLC held 94 shares of Independent Bank Corp worth $3.39K as of Q2 2026.
Rothschild Investment LLC bought 57 Independent Bank Corp shares in Q2 2026, an estimated $1.95K.
Independent Bank Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2492 holding.
Rothschild Investment LLC first reported a position in Independent Bank Corp in Q2 2024 and has held it in 9 quarters since.
61 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.