LSV ASSET MANAGEMENT IBCP INDEPENDENT BANK CORP - MICH COM NEW

Ownership history in LSV ASSET MANAGEMENT  ·  61 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported INDEPENDENT BANK CORP - MICH COM NEW (IBCP) in 61 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows IBCP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in INDEPENDENT BANK CORP - MICH COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBCP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LSV ASSET MANAGEMENT held IBCP — position size vs. price
% of Fund (quarterly)    IBCP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 388,293 -8,600 -2.2% 0.03% $14K 2026-08-06 $38.50
2026 Q1 REDUCED 396,893 -11,100 -2.7% 0.03% $13K 2026-05-11 $33.43
2025 Q4 REDUCED 7.4% +3.1% 407,993 -32,620 -7.4% 0.03% $13.3M 2026-02-06 $36.03
2025 Q3 REDUCED 5.2% +8.2% 440,613 -24,157 -5.2% 0.03% $13.6M 2025-11-06 $29.81
2025 Q2 ADDED 464,770 +4,744 +1.0% 0.04% $15.1M 2025-08-11 $29.64
2025 Q1 ADDED 460,026 +40,856 +9.7% 0.03% $14.2M 2025-05-09 $30.38
2024 Q4 REDUCED 10.3% -10.9% 419,170 -48,100 -10.3% 0.03% $14.6M 2025-02-13 $34.03
2024 Q3 REDUCED 11.1% +5.0% 467,270 -58,100 -11.1% 0.03% $15.6M 2024-11-12 $36.42
2024 Q2 UNCHANGED 525,370 0% 0.03% $14.2M 2024-08-06 $29.31
2024 Q1 REDUCED 525,370 -11,500 -2.1% 0.03% $13.3M 2024-05-06 $23.52
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LSV ASSET MANAGEMENT and IBCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has LSV ASSET MANAGEMENT reported owning IBCP?

LSV ASSET MANAGEMENT reported IBCP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IBCP position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for IBCP was 0.04% in 2025 Q2.

What is the latest reported IBCP position on this page?

The most recent filing on this page is 2026 Q2, when LSV ASSET MANAGEMENT reported 388,293 shares, equal to 0.03% of portfolio, with an estimated market value of $14K.

What does the chart on this IBCP ownership page compare?

The chart compares LSV ASSET MANAGEMENT's quarterly IBCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LSV ASSET MANAGEMENT time their IBCP position?

Based on 13F filing dates vs. subsequent IBCP price moves, LSV ASSET MANAGEMENT correctly timed 20 out of 45 reported position changes (44%). The annualised alpha on IBCP relative to SPY over the holding period was +12.3%.

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