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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
Q2 		$0 Hold
16
– – ﹤0.01% 1567
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
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

Avion Wealth's IBCP Position: Q2 2026 in Review

Avion Wealth held its Independent Bank Corp (IBCP) position steady in Q2 2026 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Avion Wealth first reported a position in IBCP in Q1 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Avion Wealth held 16 shares of Independent Bank Corp worth $0 as of Q2 2026.
  • Avion Wealth left its Independent Bank Corp share count unchanged in Q2 2026.
  • Independent Bank Corp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1567 holding.
  • Avion Wealth first reported a position in Independent Bank Corp in Q1 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.