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

Raffa 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 Q2	–	Sell	-39	Closed	-$1.3K	–	1637
2026 Q1	$1.3K	Hold	39	–	–	﹤0.01%	877
2025 Q4	$1.27K	Hold	39	–	–	﹤0.01%	870
2025 Q3	$1.21K	Hold	39	–	–	﹤0.01%	844
2025 Q2	$1.26K	Hold	39	–	–	﹤0.01%	803
2025 Q1	$1.2K	Hold	39	–	–	﹤0.01%	776
2024 Q4	$1.36K	Hold	39	–	–	﹤0.01%	774
2024 Q3	$1.3K	Hold	39	–	–	﹤0.01%	764
2024 Q2	$1.05K	Hold	39	–	–	﹤0.01%	891
2024 Q1	$989	Hold	39	–	–	﹤0.01%	901
2023 Q4	$1.01K	Hold	39	–	–	﹤0.01%	821
2023 Q3	$715	Hold	39	–	–	﹤0.01%	873
2023 Q2	$661	Hold	39	–	–	﹤0.01%	908
2023 Q1	$693	Hold	39	–	–	﹤0.01%	895
2022 Q4	$933	Hold	39	–	–	﹤0.01%	796
2022 Q3	$745	Hold	39	–	–	﹤0.01%	898
2022 Q2	$752	Hold	39	–	–	﹤0.01%	911
2022 Q1	$858	Hold	39	–	–	﹤0.01%	918
2021 Q4	$931	Hold	39	–	–	﹤0.01%	904
2021 Q3	$838	Hold	39	–	–	﹤0.01%	900
2021 Q2	$847	Hold	39	–	–	﹤0.01%	901
2021 Q1	$922	Buy	+39	New	+$826	﹤0.01%	854

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

Raffa Wealth Management's IBCP Position: Q2 2026 in Review

Raffa Wealth Management sold out of Independent Bank Corp (IBCP) in Q2 2026, closing a stake of 39 shares — an estimated $1.3K sold.

Raffa Wealth Management first reported a position in IBCP in Q1 2021 and held it in 21 quarters. The position peaked at $1.36K in Q4 2024. 171 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

Raffa Wealth Management reported no remaining Independent Bank Corp position as of Q2 2026 after selling out during the quarter.
Raffa Wealth Management sold 39 Independent Bank Corp shares in Q2 2026, an estimated $1.3K.
Raffa Wealth Management first reported a position in Independent Bank Corp in Q1 2021 and held it in 21 quarters.
Raffa Wealth Management's Independent Bank Corp position peaked at $1.36K in Q4 2024.
171 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.