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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
Q1 		$23.2K Sell
698
-89
-11% -$3.06K ﹤0.01% 1766
2025
Q4 		$25.6K Buy
+787
New +$25.3K ﹤0.01% 1578

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

Larson Financial Group's IBCP Position: Q1 2026 in Review

Larson Financial Group reduced its Independent Bank Corp (IBCP) stake by 11% in Q1 2026, selling an estimated $3.06K and leaving 698 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Larson Financial Group first reported a position in IBCP in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.6K in Q4 2025. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Larson Financial Group held 698 shares of Independent Bank Corp worth $23.2K as of Q1 2026.
  • Larson Financial Group sold 89 Independent Bank Corp shares in Q1 2026, an estimated $3.06K.
  • Independent Bank Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1766 holding.
  • Larson Financial Group first reported a position in Independent Bank Corp in Q4 2025 and has held it in 2 quarters since.
  • Larson Financial Group's Independent Bank Corp position peaked at $25.6K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.