1620 Investment Advisors’s Independent Bank INDB Stock Holding History

1620 Investment Advisors’s Portfolio INDB Stock Details INDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12K	Hold	143	–	–	0.01%	474
2026 Q1	$10.8K	Hold	143	–	–	0.01%	462
2025 Q4	$10.4K	Hold	143	–	–	0.01%	460
2025 Q3	$9.89K	Hold	143	–	–	0.01%	457
2025 Q2	$8.99K	Hold	143	–	–	0.01%	468
2025 Q1	$8.96K	Hold	143	–	–	0.01%	459
2024 Q4	$9.18K	Buy	143 +45	+46%	+$3K	0.01%	466
2024 Q3	$5.79K	Hold	98	–	–	﹤0.01%	517
2024 Q2	$4.97K	Buy	+98	New	+$4.9K	﹤0.01%	507

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return