Jones Financial Companies
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Jones Financial Companies’s Independent Bank Corp IBCP Stock Holding History

Jones Financial Companies’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 		$17.9K Buy
493
+455
+1,197% +$15.6K ﹤0.01% 3555
2026
Q1 		$1.23K Buy
+38
New +$1.31K ﹤0.01% 4297

Other funds holding IBCP

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Dimensional Fund Advisors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jones Financial Companies's IBCP Position: Q2 2026 in Review

Jones Financial Companies increased its Independent Bank Corp (IBCP) stake by 1,197% in Q2 2026, buying an estimated $15.6K and bringing the position to 493 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Jones Financial Companies first reported a position in IBCP in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Jones Financial Companies held 493 shares of Independent Bank Corp worth $17.9K as of Q2 2026.
  • Jones Financial Companies bought 455 Independent Bank Corp shares in Q2 2026, an estimated $15.6K.
  • Independent Bank Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3555 holding.
  • Jones Financial Companies first reported a position in Independent Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.