Allworth Financial’s Independent Bank INDB Stock Holding History

Allworth Financial’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	$8.79K	Buy	105 +23	+28%	+$1.82K	﹤0.01%	3802
2026 Q1	$6.17K	Buy	82 +34	+71%	+$2.67K	﹤0.01%	3826
2025 Q4	$3.51K	Hold	48	–	–	﹤0.01%	3902
2025 Q3	$3.32K	Buy	48 +42	+700%	+$2.85K	﹤0.01%	3771
2025 Q2	$378	Buy	+6	New	+$365	﹤0.01%	4201
2024 Q4	–	Sell	-17	Closed	-$1.01K	–	4000
2024 Q3	$1.01K	Sell	17 -91	-84%	-$5.35K	﹤0.01%	3216
2024 Q2	$6.27K	Sell	108 -442	-80%	-$22.1K	﹤0.01%	2411
2024 Q1	$28.6K	Hold	550	–	–	﹤0.01%	1562
2023 Q4	$36.2K	Hold	550	–	–	﹤0.01%	1324
2023 Q3	$27K	Hold	550	–	–	﹤0.01%	1354
2023 Q2	$24.5K	Hold	550	–	–	﹤0.01%	1417
2023 Q1	$36.1K	Hold	550	–	–	﹤0.01%	1191
2022 Q4	$46.4K	Hold	550	–	–	﹤0.01%	1041
2022 Q3	$41K	Hold	550	–	–	﹤0.01%	1029
2022 Q2	$44K	Hold	550	–	–	﹤0.01%	958
2022 Q1	$45K	Hold	550	–	–	﹤0.01%	932
2021 Q4	$45K	Hold	550	–	–	﹤0.01%	870
2021 Q3	$42K	Buy	+550	New	+$40.3K	﹤0.01%	822

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 $3.38T AUM 44.17% 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 $2.61B AUM 14.26% 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

Allworth Financial's INDB Position: Q2 2026 in Review

Allworth Financial increased its Independent Bank (INDB) stake by 28% in Q2 2026, buying an estimated $1.82K and bringing the position to 105 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3802.

Allworth Financial first reported a position in INDB in Q3 2021 and has held it in 18 quarters since. The position peaked at $46.4K in Q4 2022. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Allworth Financial held 105 shares of Independent Bank worth $8.79K as of Q2 2026.
Allworth Financial bought 23 Independent Bank shares in Q2 2026, an estimated $1.82K.
Independent Bank made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3802 holding.
Allworth Financial first reported a position in Independent Bank in Q3 2021 and has held it in 18 quarters since.
Allworth Financial's Independent Bank position peaked at $46.4K in Q4 2022.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.