Creative Planning

Position in IBCP — Independent Bank Corp /Mi/

CIK 1540235 OVERLAND PARK, KS

Position in IBCP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$856,908

-$21,206 QoQ

Shares Held

25,733

-4.7% QoQ

Ownership

0.125%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $681,350,507 across 194 Banks - Regional names. IBCP ranks #139 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	783,076	$40,727,782
2	WF	Woori Financial Group Inc.	390,676	$26,019,020
3	PNC	Pnc Financial Services Group, Inc.	123,994	$25,801,910
4	CFG	Citizens Financial Group Inc/Ri	404,143	$24,236,455
5	TFC	Truist Financial Corp	502,309	$23,091,144
6	FITB	Fifth Third Bancorp	409,192	$19,011,060
7	SHG	Shinhan Financial Group Co Ltd	301,441	$18,484,361
8	KB	KB Financial Group Inc.	184,039	$18,354,209

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$856,908	25,733	-4.7%	Shares	Sole	2026-05-12
2025-12-31	$878,114	26,994	-4.2%	Shares	Sole	2026-02-17
2025-09-30	$872,520	28,164	+3.1%	Shares	Sole	2025-11-14
2025-06-30	$885,375	27,318	+3.8%	Shares	Sole	2025-08-08
2025-03-31	$810,023	26,308	-30.9%	Shares	Sole	2025-05-15
2024-12-31	$1,326,848	38,095	+30.0%	Shares	Defined	2025-02-14
2024-09-30	$977,355	29,306	-32.1%	Shares	Defined	2024-10-11
2024-06-30	$1,165,698	43,174	+5.4%	Shares	Defined	2024-08-15
2024-03-31	$1,038,462	40,965	+39.1%	Shares	Sole	2024-05-13
2023-12-31	$766,184	29,446	+6.5%	Shares	Sole	2024-02-14
2023-09-30	$506,844	27,636	+0.9%	Shares	Sole	2023-11-16
2023-06-30	$464,704	27,400	-2.4%	Shares	Sole	2023-07-21
2023-03-31	$498,643	28,061	+1.1%	Shares	Sole	2023-05-15
2022-12-31	$663,756	27,749	+2.7%	Shares	Sole	2023-02-10
2022-09-30	$515,833	27,007	0.0%	Shares	Sole	2022-11-03
2022-06-30	$520,694	27,007	+8.0%	Shares	Sole	2022-08-15
2022-03-31	$550,000	25,000	-7.4%	Shares	Sole	2022-05-16
2021-12-31	$644,490	27,000	0.0%	Shares	Sole	2022-02-11
2021-09-30	$579,960	27,000	0.0%	Shares	Sole	2021-11-10
2021-06-30	$586,170	27,000	0.0%	Shares	Sole	2021-08-04
2021-03-31	$638,280	27,000	-10.0%	Shares	Sole	2021-04-30
2020-12-31	$554,100	30,000	-9.1%	Shares	Sole	2021-01-29
2020-09-30	$414,810	33,000	0.0%	Shares	Sole	2020-11-05
2020-06-30	$490,050	33,000	-13.2%	Shares	Sole	2020-07-23
2020-03-31	$489,060	38,000	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.