RAFFA WEALTH MANAGEMENT, LLC’s Independent Bank Corp IBCP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IBCP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Independent Bank Corp (IBCP) in Q2 2026, closing a stake of 39 shares — an estimated $1.3K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IBCP in Q1 2021 and held it in 21 quarters. The position peaked at $1.36K in Q4 2024. 26 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

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

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.