Semmax Financial Advisors’s Independent Bank Corp IBCP Stock Holding History

Semmax Financial 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
2025 Q2	$1.78K	Hold	58	–	–	﹤0.01%	354
2025 Q1	$1.84K	Hold	58	–	–	﹤0.01%	330
2024 Q4	$2.09K	Hold	58	–	–	﹤0.01%	290
2024 Q3	$2.25K	Hold	58	–	–	﹤0.01%	295
2024 Q2	$1.87K	Hold	58	–	–	﹤0.01%	333
2024 Q1	$1.5K	Hold	58	–	–	﹤0.01%	324
2023 Q4	$1.4K	Hold	58	–	–	﹤0.01%	333
2023 Q3	$1.21K	Buy	+58	New	+$1.1K	﹤0.01%	299
2022 Q4	$1K	Hold	58	–	–	﹤0.01%	253
2022 Q3	$1K	Hold	58	–	–	﹤0.01%	238
2022 Q2	$1K	Hold	58	–	–	﹤0.01%	239
2022 Q1	$1K	Hold	58	–	–	﹤0.01%	260
2021 Q4	$1K	Hold	58	–	–	﹤0.01%	243
2021 Q3	$1K	Hold	58	–	–	﹤0.01%	233
2021 Q2	$1K	Hold	58	–	–	﹤0.01%	231
2021 Q1	$1K	Hold	58	–	–	﹤0.01%	249
2020 Q4	$1K	Hold	58	–	–	﹤0.01%	223
2020 Q3	$1K	Hold	58	–	–	﹤0.01%	227
2020 Q2	$1K	Hold	58	–	–	﹤0.01%	249
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	252
2019 Q4	$1K	Hold	58	–	–	﹤0.01%	269
2019 Q3	$1K	Hold	58	–	–	﹤0.01%	262
2019 Q2	$1K	Hold	58	–	–	﹤0.01%	321
2019 Q1	$1K	Buy	+58	New	+$1.3K	﹤0.01%	449

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

Semmax Financial Advisors's IBCP Position: Q2 2025 in Review

Semmax Financial Advisors held its Independent Bank Corp (IBCP) position steady in Q2 2025 at 58 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Semmax Financial Advisors first reported a position in IBCP in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.25K in Q3 2024. 153 funds tracked by Wall St. Rank hold IBCP as of Q2 2025.

Semmax Financial Advisors held 58 shares of Independent Bank Corp worth $1.78K as of Q2 2025.
Semmax Financial Advisors left its Independent Bank Corp share count unchanged in Q2 2025.
Independent Bank Corp made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #354 holding.
Semmax Financial Advisors first reported a position in Independent Bank Corp in Q1 2019 and has held it in 24 quarters since.
Semmax Financial Advisors's Independent Bank Corp position peaked at $2.25K in Q3 2024.
153 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.