Larson Financial Group
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Larson Financial Group’s Independent Bank Corp IBCP Stock Holding History

Larson Financial Group’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
Q3 		$27K Sell
767
-51
-6% -$1.88K ﹤0.01% 1916
2026
Q2 		$29.5K Buy
818
+120
+17% +$4.1K ﹤0.01% 1790
2026
Q1 		$23.2K Sell
698
-89
-11% -$3.06K ﹤0.01% 1766
2025
Q4 		$25.6K Buy
+787
New +$25.3K ﹤0.01% 1578

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Larson Financial Group's IBCP Position: Q3 2026 in Review

Larson Financial Group reduced its Independent Bank Corp (IBCP) stake by 6.2% in Q3 2026, selling an estimated $1.88K and leaving 767 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Larson Financial Group first reported a position in IBCP in Q4 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q2 2026. 110 funds tracked by Wall St. Rank hold IBCP as of Q3 2026.

  • Larson Financial Group held 767 shares of Independent Bank Corp worth $27K as of Q3 2026.
  • Larson Financial Group sold 51 Independent Bank Corp shares in Q3 2026, an estimated $1.88K.
  • Independent Bank Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1916 holding.
  • Larson Financial Group first reported a position in Independent Bank Corp in Q4 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Independent Bank Corp position peaked at $29.5K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.