Root Financial Partners
IBCP icon

Root Financial Partners’s Independent Bank Corp IBCP Stock Holding History

Root Financial Partners’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
Q3 		$3.42K Buy
+97
New +$3.58K ﹤0.01% 2386
2026
Q2 		– Sell
-33
Closed -$1.1K – 1684
2026
Q1 		$1.1K Buy
+33
New +$1.14K ﹤0.01% 2576

Other funds holding IBCP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LT
Legacy Trust Grand Rapids, Michigan $597M AUM 25.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Root Financial Partners's IBCP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Independent Bank Corp (IBCP) in Q3 2026: 97 shares worth $3.42K. The stake represents ﹤0.01% of the portfolio and ranks #2386 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBCP as recently as Q1 2026.

Root Financial Partners first reported a position in IBCP in Q1 2026 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold IBCP as of Q3 2026.

  • Root Financial Partners held 97 shares of Independent Bank Corp worth $3.42K as of Q3 2026.
  • Independent Bank Corp was a new Root Financial Partners position in Q3 2026.
  • Independent Bank Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2386 holding.
  • Root Financial Partners first reported a position in Independent Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Independent Bank Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.