AWM
INDB icon

Abound Wealth Management’s Independent Bank INDB Stock Holding History

Abound Wealth Management’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 		– Sell
-3
Closed -$226 – 1470
2026
Q1 		$226 Hold
3
– – ﹤0.01% 1201
2025
Q4 		$220 Hold
3
– – ﹤0.01% 1141
2025
Q3 		$208 Hold
3
– – ﹤0.01% 1107
2025
Q2 		$189 Hold
3
– – ﹤0.01% 1050
2025
Q1 		$188 Sell
3
-1
-25% -$66 ﹤0.01% 1008
2024
Q4 		$257 Buy
+4
New +$267 ﹤0.01% 949
2024
Q2 		– Sell
-7
Closed -$365 – 1239
2024
Q1 		$365 Hold
7
– – ﹤0.01% 1033
2023
Q4 		$461 Sell
7
-2
-22% -$110 ﹤0.01% 947
2023
Q3 		$442 Hold
9
– – ﹤0.01% 845
2023
Q2 		$401 Buy
+9
New +$467 ﹤0.01% 931

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Abound Wealth Management's INDB Position: Q2 2026 in Review

Abound Wealth Management sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 3 shares — an estimated $226 sold.

Abound Wealth Management first reported a position in INDB in Q2 2023 and held it in 10 quarters. The position peaked at $461 in Q4 2023. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Abound Wealth Management reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 Independent Bank shares in Q2 2026, an estimated $226.
  • Abound Wealth Management first reported a position in Independent Bank in Q2 2023 and held it in 10 quarters.
  • Abound Wealth Management's Independent Bank position peaked at $461 in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.