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Allworth Financial’s Independent Bank Corp IBCP Stock Holding History

Allworth Financial’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 		$12.9K Buy
359
+135
+60% +$4.62K ﹤0.01% 3541
2026
Q1 		$7.46K Buy
224
+70
+45% +$2.41K ﹤0.01% 3706
2025
Q4 		$5.01K Sell
154
-24
-13% -$771 ﹤0.01% 3713
2025
Q3 		$5.51K Buy
178
+66
+59% +$2.13K ﹤0.01% 3496
2025
Q2 		$3.63K Buy
112
+100
+833% +$3.1K ﹤0.01% 3439
2025
Q1 		$371 Sell
12
-12
-50% -$404 ﹤0.01% 3754
2024
Q4 		$836 Buy
24
+12
+100% +$426 ﹤0.01% 3459
2024
Q3 		$401 Hold
12
– – ﹤0.01% 3471
2024
Q2 		$378 Buy
+12
New +$297 ﹤0.01% 3443
2022
Q3 		– Sell
-12
Closed – – 2857
2022
Q2 		$0 Buy
+12
New +$238 ﹤0.01% 2582

Other funds holding IBCP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial's IBCP Position: Q2 2026 in Review

Allworth Financial increased its Independent Bank Corp (IBCP) stake by 60% in Q2 2026, buying an estimated $4.62K and bringing the position to 359 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Allworth Financial first reported a position in IBCP in Q2 2022 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Allworth Financial held 359 shares of Independent Bank Corp worth $12.9K as of Q2 2026.
  • Allworth Financial bought 135 Independent Bank Corp shares in Q2 2026, an estimated $4.62K.
  • Independent Bank Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3541 holding.
  • Allworth Financial first reported a position in Independent Bank Corp in Q2 2022 and has held it in 10 quarters since.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.