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Capital Advisors Ltd’s Independent Bank Corp IBCP Stock Holding History

Capital Advisors Ltd’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
5
– – ﹤0.01% 1464
2026
Q1 		$0 Hold
5
– – ﹤0.01% 1474
2025
Q4 		$0 Buy
+5
New +$161 ﹤0.01% 1450

Other funds holding IBCP

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Capital Advisors Ltd's IBCP Position: Q2 2026 in Review

Capital Advisors Ltd held its Independent Bank Corp (IBCP) position steady in Q2 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Capital Advisors Ltd first reported a position in IBCP in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Capital Advisors Ltd held 5 shares of Independent Bank Corp worth $0 as of Q2 2026.
  • Capital Advisors Ltd left its Independent Bank Corp share count unchanged in Q2 2026.
  • Independent Bank Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1464 holding.
  • Capital Advisors Ltd first reported a position in Independent Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.