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 Q1	$1.1K	Buy	+33	New	+$1.14K	﹤0.01%	2576

Other funds holding IBCP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's IBCP Position: Q1 2026 in Review

Root Financial Partners opened a new position in Independent Bank Corp (IBCP) in Q1 2026: 33 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2576 among its holdings.

175 funds tracked by Wall St. Rank hold IBCP as of Q1 2026.

Root Financial Partners held 33 shares of Independent Bank Corp worth $1.1K as of Q1 2026.
Independent Bank Corp was a new Root Financial Partners position in Q1 2026.
Independent Bank Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2576 holding.
175 funds tracked by Wall St. Rank held Independent Bank Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.