Action Point Financial Planning’s Independent Bank Corp IBCP Stock Holding History

Action Point Financial Planning’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
2026 Q2	$756	Buy	+21	New	+$718	﹤0.01%	2552

Other funds holding IBCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's IBCP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Independent Bank Corp (IBCP) in Q2 2026: 21 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #2552 among its holdings.

184 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

Action Point Financial Planning held 21 shares of Independent Bank Corp worth $756 as of Q2 2026.
Independent Bank Corp was a new Action Point Financial Planning position in Q2 2026.
Independent Bank Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2552 holding.
184 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.