Superior Planning, LLC’s Independent Bank INDB Stock Holding History

Superior Planning, LLC’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 Q3	$33.1K	Buy	+426	New	+$35.5K	0.01%	508

Other funds holding INDB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's INDB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Independent Bank (INDB) in Q3 2026: 426 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #508 among its holdings.

228 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

Superior Planning, LLC held 426 shares of Independent Bank worth $33.1K as of Q3 2026.
Independent Bank was a new Superior Planning, LLC position in Q3 2026.
Independent Bank made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #508 holding.
228 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.