Advisory Services Network’s Independent Bank INDB Stock Holding History

Advisory Services Network’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	-751	Closed	-$56.5K	–	3397
2026 Q1	$56.5K	Buy	+751	New	+$58.9K	﹤0.01%	2552
2025 Q4	–	Sell	-469	Closed	-$32.4K	–	3030
2025 Q3	$32.4K	Buy	+469	New	+$31.9K	﹤0.01%	2714
2024 Q1	–	Sell	-27	Closed	-$1.78K	–	2532
2023 Q4	$1.78K	Buy	+27	New	+$1.49K	﹤0.01%	3422
2023 Q2	–	Sell	-27	Closed	-$1.77K	–	2510
2023 Q1	$1.77K	Hold	27	–	–	﹤0.01%	3464
2022 Q4	$2.28K	Buy	+27	New	+$2.29K	﹤0.01%	3401
2020 Q4	–	Sell	-66	Closed	-$3K	–	3487
2020 Q3	$3K	Buy	+66	New	+$4.1K	﹤0.01%	2959
2020 Q2	–	Sell	-66	Closed	-$4K	–	1872
2020 Q1	$4K	Sell	66 -27	-29%	-$1.93K	﹤0.01%	2557
2019 Q4	$8K	Hold	93	–	–	﹤0.01%	2443
2019 Q3	$7K	Hold	93	–	–	﹤0.01%	2298
2019 Q2	$7K	Hold	93	–	–	﹤0.01%	2296
2019 Q1	$8K	Hold	93	–	–	﹤0.01%	1931
2018 Q4	$7K	Buy	93 +32	+52%	+$2.48K	﹤0.01%	1895
2018 Q3	$5K	Hold	61	–	–	﹤0.01%	2067
2018 Q2	$6K	Hold	61	–	–	﹤0.01%	1955
2018 Q1	$4K	Hold	61	–	–	﹤0.01%	2205
2017 Q4	$4K	Hold	61	–	–	﹤0.01%	2192
2017 Q3	$5K	Hold	61	–	–	﹤0.01%	1881
2017 Q2	$4K	Buy	61 +15	+33%	+$956	﹤0.01%	1903
2017 Q1	$3K	Buy	+46	New	+$2.97K	﹤0.01%	1882

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

Advisory Services Network's INDB Position: Q2 2026 in Review

Advisory Services Network sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 751 shares — an estimated $56.5K sold.

Advisory Services Network first reported a position in INDB in Q1 2017 and held it in 19 quarters. The position peaked at $56.5K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Advisory Services Network reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 751 Independent Bank shares in Q2 2026, an estimated $56.5K.
Advisory Services Network first reported a position in Independent Bank in Q1 2017 and held it in 19 quarters.
Advisory Services Network's Independent Bank position peaked at $56.5K in Q1 2026.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.