Action Point Financial Planning’s Independent Bank INDB Stock Holding History

Action Point Financial Planning’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	$2.18K	Buy	+28	New	+$2.22K	﹤0.01%	2228

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Action Point Financial Planning's INDB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Independent Bank (INDB) in Q2 2026: 28 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #2228 among its holdings.

350 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Action Point Financial Planning held 28 shares of Independent Bank worth $2.18K as of Q2 2026.
Independent Bank was a new Action Point Financial Planning position in Q2 2026.
Independent Bank made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2228 holding.
350 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.