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Alliance Private Wealth’s Independent Bank INDB Stock Holding History

Alliance Private Wealth’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 		$773K Hold
9,238
– – 0.27% 69
2026
Q1 		$695K Hold
9,238
– – 0.25% 70
2025
Q4 		$781K Buy
+9,238
New +$656K 0.27% 68

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

Alliance Private Wealth's INDB Position: Q2 2026 in Review

Alliance Private Wealth held its Independent Bank (INDB) position steady in Q2 2026 at 9,238 shares worth $773K. The position accounts for 0.27% of the portfolio, ranked #69.

Alliance Private Wealth first reported a position in INDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $781K in Q4 2025. 352 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Alliance Private Wealth held 9,238 shares of Independent Bank worth $773K as of Q2 2026.
  • Alliance Private Wealth left its Independent Bank share count unchanged in Q2 2026.
  • Independent Bank made up 0.27% of Alliance Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Alliance Private Wealth first reported a position in Independent Bank in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Independent Bank position peaked at $781K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.