Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Independent Bank Corp IBCP Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-2,855
Closed -$99.4K – 4078
2024
Q4 		$99.4K Buy
2,855
+201
+8% +$7.13K ﹤0.01% 1987
2024
Q3 		$88.5K Buy
+2,654
New +$85K ﹤0.01% 1937

Other funds holding IBCP

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Steward Partners Investment Advisory's IBCP Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Independent Bank Corp (IBCP) in Q1 2025, closing a stake of 2,855 shares — an estimated $99.4K sold.

Steward Partners Investment Advisory first reported a position in IBCP in Q3 2024 and held it in 2 quarters. The position peaked at $99.4K in Q4 2024. 166 funds tracked by Wall St. Rank hold IBCP as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Independent Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,855 Independent Bank Corp shares in Q1 2025, an estimated $99.4K.
  • Steward Partners Investment Advisory first reported a position in Independent Bank Corp in Q3 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Independent Bank Corp position peaked at $99.4K in Q4 2024.
  • 166 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.