LJI Wealth Management’s Independent Bank Corp IBCP Stock Holding History

LJI Wealth Management’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	$300K	Hold	9,000	–	–	0.05%	155
2025 Q4	$293K	Hold	9,000	–	–	0.04%	166
2025 Q3	$279K	Hold	9,000	–	–	0.05%	147
2025 Q2	$292K	Hold	9,000	–	–	0.05%	144
2025 Q1	$277K	Hold	9,000	–	–	0.06%	139
2024 Q4	$313K	Hold	9,000	–	–	0.06%	130
2024 Q3	$300K	Hold	9,000	–	–	0.06%	148
2024 Q2	$243K	Hold	9,000	–	–	0.05%	160
2024 Q1	$228K	Hold	9,000	–	–	0.06%	130
2023 Q4	$234K	Buy	+9,000	New	+$192K	0.06%	147
2023 Q1	–	Sell	-9,000	Closed	-$215K	–	163
2022 Q4	$215K	Buy	+9,000	New	+$205K	0.08%	128

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LJI Wealth Management's IBCP Position: Q1 2026 in Review

LJI Wealth Management held its Independent Bank Corp (IBCP) position steady in Q1 2026 at 9,000 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #155.

LJI Wealth Management first reported a position in IBCP in Q4 2022 and has held it in 11 quarters since. The position peaked at $313K in Q4 2024. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

LJI Wealth Management held 9,000 shares of Independent Bank Corp worth $300K as of Q1 2026.
LJI Wealth Management left its Independent Bank Corp share count unchanged in Q1 2026.
Independent Bank Corp made up 0.05% of LJI Wealth Management's portfolio in Q1 2026, its #155 holding.
LJI Wealth Management first reported a position in Independent Bank Corp in Q4 2022 and has held it in 11 quarters since.
LJI Wealth Management's Independent Bank Corp position peaked at $313K in Q4 2024.
174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.