AF
INDB icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return