Summit Global Investments’s Independent Bank Corp IBCP Stock Holding History

Summit Global Investments’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	-15,631	Closed	-$544K	–	505
2024 Q4	$544K	Buy	15,631 +5,313	+51%	+$189K	0.03%	347
2024 Q3	$344K	Buy	+10,318	New	+$331K	0.02%	409
2023 Q4	–	Sell	-15,005	Closed	-$275K	–	553
2023 Q3	$275K	Buy	15,005 +4,105	+38%	+$78.2K	0.02%	436
2023 Q2	$185K	Sell	10,900 -5,500	-34%	-$94.3K	0.01%	511
2023 Q1	$291K	Buy	+16,400	New	+$354K	0.02%	432
2020 Q2	–	Sell	-32,800	Closed	-$422K	–	249
2020 Q1	$422K	Sell	32,800 -5,700	-15%	-$111K	0.06%	187
2019 Q4	$872K	Sell	38,500 -900	-2%	-$19.9K	0.09%	177
2019 Q3	$840K	Buy	+39,400	New	+$821K	0.1%	172

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

Summit Global Investments's IBCP Position: Q1 2025 in Review

Summit Global Investments sold out of Independent Bank Corp (IBCP) in Q1 2025, closing a stake of 15,631 shares — an estimated $544K sold.

Summit Global Investments first reported a position in IBCP in Q3 2019 and held it in 8 quarters. The position peaked at $872K in Q4 2019. 165 funds tracked by Wall St. Rank hold IBCP as of Q1 2025.

Summit Global Investments reported no remaining Independent Bank Corp position as of Q1 2025 after selling out during the quarter.
Summit Global Investments sold 15,631 Independent Bank Corp shares in Q1 2025, an estimated $544K.
Summit Global Investments first reported a position in Independent Bank Corp in Q3 2019 and held it in 8 quarters.
Summit Global Investments's Independent Bank Corp position peaked at $872K in Q4 2019.
165 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.