IFG
PBCT

Independent Financial Group’s People's United Financial Inc PBCT Stock Holding History

Independent Financial Group’s Portfolio PBCT Stock Details PBCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-23,078
Closed -$461K – 844
2022
Q1 		$461K Sell
23,078
-500
-2% -$10.2K 0.04% 452
2021
Q4 		$420K Hold
23,578
– – 0.03% 469
2021
Q3 		$412K Hold
23,578
– – 0.04% 418
2021
Q2 		$404K Sell
23,578
-289
-1% -$5.28K 0.04% 433
2021
Q1 		$427K Sell
23,867
-4,180
-15% -$67.3K 0.06% 370
2020
Q4 		$363K Buy
28,047
+4,480
+19% +$53.8K 0.05% 376
2020
Q3 		$243K Buy
23,567
+5,191
+28% +$56.4K 0.05% 401
2020
Q2 		$213K Hold
18,376
– – 0.05% 400
2020
Q1 		$203K Buy
+18,376
New +$273K 0.06% 338

Other funds holding PBCT

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

Independent Financial Group's PBCT Position: Q2 2022 in Review

Independent Financial Group sold out of People's United Financial Inc (PBCT) in Q2 2022, closing a stake of 23,078 shares — an estimated $461K sold.

Independent Financial Group first reported a position in PBCT in Q1 2020 and held it in 9 quarters. The position peaked at $461K in Q1 2022. 5 funds tracked by Wall St. Rank hold PBCT as of Q2 2022.

  • Independent Financial Group reported no remaining People's United Financial Inc position as of Q2 2022 after selling out during the quarter.
  • Independent Financial Group sold 23,078 People's United Financial Inc shares in Q2 2022, an estimated $461K.
  • Independent Financial Group first reported a position in People's United Financial Inc in Q1 2020 and held it in 9 quarters.
  • Independent Financial Group's People's United Financial Inc position peaked at $461K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held People's United Financial Inc as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.