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Independent Bank shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Independent Bank shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Independent Bank

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $346 6 57.67

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Independent Bank

BlackRock
Dimensional Fund Advisors
Geode Capital Management
Capital Research and Management Company - Division 3
Invesco
Charles Schwab Investment Management
Bank of New York Mellon
Northern Trust
Bank of America Corporation
Magnetar Financial
Westchester Capital Management
Bessemer
American Century Companies
Principal Financial Group
CNH Partners

View all funds holding Independent Bank