Avion Wealth’s Independent Bank Corp IBCP Stock Holding History

Avion Wealth’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 Q1	$0	Hold	16	–	–	﹤0.01%	1413
2025 Q4	$0	Buy	+16	New	+$514	﹤0.01%	1399
2025 Q2	–	Sell	-8	Closed	–	–	1371
2025 Q1	$0	Buy	+8	New	+$269	﹤0.01%	1183

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avion Wealth's IBCP Position: Q1 2026 in Review

Avion Wealth held its Independent Bank Corp (IBCP) position steady in Q1 2026 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Avion Wealth first reported a position in IBCP in Q1 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

Avion Wealth held 16 shares of Independent Bank Corp worth $0 as of Q1 2026.
Avion Wealth left its Independent Bank Corp share count unchanged in Q1 2026.
Independent Bank Corp made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1413 holding.
Avion Wealth first reported a position in Independent Bank Corp in Q1 2025 and has held it in 3 quarters since.
174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.