Physician Wealth Advisors’s Independent Bank Corp IBCP Stock Holding History

Physician Wealth Advisors’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	$2.49K	Hold	69	–	–	﹤0.01%	1408
2026 Q1	$2.3K	Hold	69	–	–	﹤0.01%	1290
2025 Q4	$2.25K	Buy	+69	New	+$2.22K	﹤0.01%	1237

Other funds holding IBCP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Physician Wealth Advisors's IBCP Position: Q2 2026 in Review

Physician Wealth Advisors held its Independent Bank Corp (IBCP) position steady in Q2 2026 at 69 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Physician Wealth Advisors first reported a position in IBCP in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

Physician Wealth Advisors held 69 shares of Independent Bank Corp worth $2.49K as of Q2 2026.
Physician Wealth Advisors left its Independent Bank Corp share count unchanged in Q2 2026.
Independent Bank Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1408 holding.
Physician Wealth Advisors first reported a position in Independent Bank Corp in Q4 2025 and has held it in 3 quarters since.
185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.