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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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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. 15 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.
  • 15 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.