Creative Planning
IBCP icon

Creative Planning’s Independent Bank Corp IBCP Stock Holding History

Creative 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
Q1 		$857K Sell
25,733
-1,261
-5% -$43.4K ﹤0.01% 2580
2025
Q4 		$878K Sell
26,994
-1,170
-4% -$37.6K ﹤0.01% 2387
2025
Q3 		$872K Buy
28,164
+846
+3% +$27.3K ﹤0.01% 2235
2025
Q2 		$885K Buy
27,318
+1,010
+4% +$31.3K ﹤0.01% 1964
2025
Q1 		$810K Sell
26,308
-11,787
-31% -$397K ﹤0.01% 1887
2024
Q4 		$1.33M Buy
38,095
+8,789
+30% +$312K ﹤0.01% 1432
2024
Q3 		$977K Sell
29,306
-13,868
-32% -$444K ﹤0.01% 1529
2024
Q2 		$1.17M Buy
43,174
+2,209
+5% +$54.7K ﹤0.01% 1296
2024
Q1 		$1.04M Buy
40,965
+11,519
+39% +$286K ﹤0.01% 1320
2023
Q4 		$766K Buy
29,446
+1,810
+7% +$38.6K ﹤0.01% 1408
2023
Q3 		$507K Buy
27,636
+236
+0.9% +$4.5K ﹤0.01% 1564
2023
Q2 		$465K Sell
27,400
-661
-2% -$11.3K ﹤0.01% 1597
2023
Q1 		$499K Buy
28,061
+312
+1% +$6.74K ﹤0.01% 1470
2022
Q4 		$664K Buy
27,749
+742
+3% +$16.9K ﹤0.01% 1266
2022
Q3 		$516K Hold
27,007
– – ﹤0.01% 1321
2022
Q2 		$521K Buy
27,007
+2,007
+8% +$39.9K ﹤0.01% 1292
2022
Q1 		$550K Sell
25,000
-2,000
-7% -$48.1K ﹤0.01% 1274
2021
Q4 		$644K Hold
27,000
– – ﹤0.01% 1165
2021
Q3 		$580K Hold
27,000
– – ﹤0.01% 1211
2021
Q2 		$586K Hold
27,000
– – ﹤0.01% 1187
2021
Q1 		$638K Sell
27,000
-3,000
-10% -$63.5K ﹤0.01% 1271
2020
Q4 		$554K Sell
30,000
-3,000
-9% -$49.1K ﹤0.01% 1254
2020
Q3 		$415K Hold
33,000
– – ﹤0.01% 1234
2020
Q2 		$490K Sell
33,000
-5,000
-13% -$69K ﹤0.01% 1044
2020
Q1 		$489K Hold
38,000
– – ﹤0.01% 959
2019
Q4 		$861K Hold
38,000
– – ﹤0.01% 858
2019
Q3 		$810K Buy
+38,000
New +$792K ﹤0.01% 849
2017
Q1 		– Sell
-60
Closed -$1K – 4767
2016
Q4 		$1K Hold
60
– – ﹤0.01% 4440
2016
Q3 		$1K Buy
+60
New +$949 ﹤0.01% 4387

Other funds holding IBCP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's IBCP Position: Q1 2026 in Review

Creative Planning reduced its Independent Bank Corp (IBCP) stake by 4.7% in Q1 2026, selling an estimated $43.4K and leaving 25,733 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Creative Planning first reported a position in IBCP in Q3 2016 and has held it in 29 quarters since. The position peaked at $1.33M in Q4 2024. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Creative Planning held 25,733 shares of Independent Bank Corp worth $857K as of Q1 2026.
  • Creative Planning sold 1,261 Independent Bank Corp shares in Q1 2026, an estimated $43.4K.
  • Independent Bank Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2580 holding.
  • Creative Planning first reported a position in Independent Bank Corp in Q3 2016 and has held it in 29 quarters since.
  • Creative Planning's Independent Bank Corp position peaked at $1.33M in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.