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INTERVEST BANCSHARES CORP hedge fund holdings

IBCA
$23.99-0.05 (-0.19%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

IBCA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025101$27.7M$1.11M11Aug 14, 2025
Q3 2025242$42.2M$269K28Nov 14, 2025
Q4 2025463$88.8M$902K59Feb 14, 2026
Q1 2026533$69.7M$860K74May 15, 2026
Q2 2026528$34.2M$5.62M88Aug 14, 2026

Quarterly action breakdown

Q2 2026
88 filers
New position
19
$8.12M+317K sh
Increased
33
$26.1M+1.02M sh
Reduced
6
-$3.91M-153K sh
Out / sold
2
-$1.71M-67K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Capital Investment Advisors, LLCAdded 10.96%+$6.41M$64.9M0.86%Aug 6, 2026
Addison Advisors LLCReduce 45.52%-$2.17M$2.59M1.23%Aug 10, 2026
Marathon Mission, Inc.New Buy+$1.8M$1.8M0.90%Jul 1, 2026
Paradigm, Strategies in Wealth Management, LLCAdded 31.04%+$1.18M$4.98M3.03%Jul 21, 2026
Hancock Whitney CorpAdded 43.11%+$1.16M$3.84M0.06%Aug 14, 2026
Lyell Wealth Management, LPNew Buy+$1.08M$1.08M0.07%Aug 5, 2026
Probity Advisors, Inc.Added 27.86%+$1M$4.59M0.66%Jul 31, 2026
Arrow Financial CorpAdded 4.87%+$733K$15.8M1.41%Jul 31, 2026
Benjamin Edwards IncReduce 13.93%-$653K$4.03M0.04%Jul 24, 2026
Atlantic Union Bankshares CorpReduce 25.52%-$534K$1.56M0.03%Aug 11, 2026
Koesten, Hirschmann & Crabtree, INC.New Buy+$518K$518K0.22%Jul 20, 2026
Cowa, LLCNew Buy+$505K$505K0.13%Aug 6, 2026
Fiduciary Financial AdvisorsNew Buy+$490K$490K0.05%Aug 14, 2026
Stokes Family Office, LLCAdded 72.88%+$485K$1.15M0.13%Aug 11, 2026
Guidance Point Advisors, LLCAdded 5.44%+$367K$7.12M1.50%Jul 31, 2026
MV Capital Management, Inc.Added 3.10%+$365K$12.1M1.07%Jul 30, 2026
Dearborn Partners LLCAdded 56.22%+$297K$825K0.02%Aug 17, 2026
Belpointe Asset Management LLCNew Buy+$282K$282K0.01%Jul 31, 2026
Segment Wealth Management, LLCAdded 38.25%+$276K$999K0.05%Jul 16, 2026
Adirondack Trust CoAdded 12.43%+$261K$2.36M0.70%Jul 16, 2026
Fulton Breakefield Broenniman LLCNew Buy+$238K$238K0.01%Aug 3, 2026
Romano Brothers and CompanyNew Buy+$237K$237K0.02%Jul 22, 2026
Gradient Capital Advisors, LLCNew Buy+$224K$224K0.05%Jul 13, 2026
Choreo, LLCNew Buy+$201K$201K0.00%Aug 4, 2026
4Thought Financial Group Inc.Added 4.23%+$194K$4.79M2.25%Jul 28, 2026
Associated Banc-CorpAdded 20.08%+$162K$966K0.02%Jul 31, 2026
MB, Levis & Associates, LLCAdded 1.17%+$160K$13.9M5.12%Jul 22, 2026
Archford Capital Strategies, LLCReduce 5.81%-$120K$1.95M0.20%Jul 17, 2026
Daviman Financial, LLCAdded 16.31%+$118K$843K0.47%Jul 27, 2026
Krilogy Financial LLCReduce 2.11%-$111K$5.16M0.15%Jul 27, 2026
United Capital Financial Advisors, LLCAdded 22.41%+$62.1K$339K0.00%Aug 17, 2026
Lido Advisors, LLCReduce 0.77%-$49.8K$6.39M0.02%Aug 7, 2026
Reliant Wealth PlanningReduce 10.35%-$40.1K$348K0.10%Aug 7, 2026
Stonebrook Private Inc.Added 1.65%+$39K$2.4M0.44%Aug 14, 2026
Quantum Financial Advisors, LLCAdded 15.46%+$36.4K$272K0.03%Jul 8, 2026
10Elms LLPNew Buy+$35.9K$35.9K0.02%Aug 14, 2026
Ballast Advisors LLCSell 100%-$30.3K$00.00%Aug 12, 2026
Little House Capital LLCAdded 3.54%+$28.6K$837K0.19%Aug 7, 2026
Valmark Advisers, Inc.Added 6.34%+$25.6K$430K0.00%Aug 6, 2026
Capital Analysts, LLCNew Buy+$25K$25K0.00%Aug 5, 2026
Mutual Advisors, LLCAdded 10.58%+$24.9K$261K0.00%Aug 14, 2026
MidFirst BankNew Buy+$14.5K$14.5K0.00%Aug 7, 2026
Instrumental Wealth, LLCAdded 0.43%+$9.99K$2.35M1.19%Jul 16, 2026
First National Trust CoReduce 4.02%-$8.78K$210K0.01%Jul 30, 2026
CNB BankAdded 5.00%+$7.25K$152K0.06%Aug 6, 2026
Atria Investments, IncReduce 1.75%-$5.33K$300K0.00%Jul 28, 2026
CENTRAL TRUST CoReduce 2.87%-$563$19.1K0.00%Jul 31, 2026

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