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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
Q2 		– Sell
-33
Closed -$1.1K – 1684
2026
Q1 		$1.1K Buy
+33
New +$1.14K ﹤0.01% 2576

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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's IBCP Position: Q2 2026 in Review

Root Financial Partners sold out of Independent Bank Corp (IBCP) in Q2 2026, closing a stake of 33 shares — an estimated $1.1K sold.

Root Financial Partners first reported a position in IBCP in Q1 2026 and held it in 1 quarter. The position peaked at $1.1K in Q1 2026. 185 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

  • Root Financial Partners reported no remaining Independent Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 33 Independent Bank Corp shares in Q2 2026, an estimated $1.1K.
  • Root Financial Partners first reported a position in Independent Bank Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Independent Bank Corp position peaked at $1.1K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.