Advantage Alpha Capital Partners’s Independent Bank INDB Stock Holding History

Advantage Alpha Capital Partners’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
2025 Q2	–	Sell	-3,904	Closed	-$245K	–	148
2025 Q1	$245K	Sell	3,904 -6,063	-61%	-$398K	0.06%	110
2024 Q4	$640K	Buy	9,967 +1,139	+13%	+$75.9K	0.15%	102
2024 Q3	$522K	Buy	8,828 +3,332	+61%	+$196K	0.12%	110
2024 Q2	$279K	Sell	5,496 -576	-9%	-$28.8K	0.06%	153
2024 Q1	$316K	Sell	6,072 -2,173	-26%	-$120K	0.06%	158
2023 Q4	$543K	Buy	+8,245	New	+$455K	0.1%	121

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Advantage Alpha Capital Partners's INDB Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of Independent Bank (INDB) in Q2 2025, closing a stake of 3,904 shares — an estimated $245K sold.

Advantage Alpha Capital Partners first reported a position in INDB in Q4 2023 and held it in 6 quarters. The position peaked at $640K in Q4 2024. 294 funds tracked by Wall St. Rank hold INDB as of Q2 2025.

Advantage Alpha Capital Partners reported no remaining Independent Bank position as of Q2 2025 after selling out during the quarter.
Advantage Alpha Capital Partners sold 3,904 Independent Bank shares in Q2 2025, an estimated $245K.
Advantage Alpha Capital Partners first reported a position in Independent Bank in Q4 2023 and held it in 6 quarters.
Advantage Alpha Capital Partners's Independent Bank position peaked at $640K in Q4 2024.
294 funds tracked by Wall St. Rank held Independent Bank as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.