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Pinnacle Wealth Planning Services’s Independent Bank Corp IBCP Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.63K Hold
169
– – ﹤0.01% 2223
2025
Q4 		$5.5K Buy
+169
New +$5.43K ﹤0.01% 2251
2021
Q1 		– Sell
-169
Closed -$3K – 1085
2020
Q4 		$3K Buy
+169
New +$2.77K ﹤0.01% 1823

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

Pinnacle Wealth Planning Services's IBCP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Independent Bank Corp (IBCP) position steady in Q1 2026 at 169 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Pinnacle Wealth Planning Services first reported a position in IBCP in Q4 2020 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 169 shares of Independent Bank Corp worth $5.63K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Independent Bank Corp share count unchanged in Q1 2026.
  • Independent Bank Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2223 holding.
  • Pinnacle Wealth Planning Services first reported a position in Independent Bank Corp in Q4 2020 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.