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Angel Oak Capital Advisors’s Independent Bank INDB Stock Holding History

Angel Oak Capital Advisors’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
-7,000
Closed -$439K – 35
2025
Q1 		$439K Sell
7,000
-3,000
-30% -$197K 0.59% 26
2024
Q4 		$642K Buy
+10,000
New +$667K 0.85% 20

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Angel Oak Capital Advisors's INDB Position: Q2 2025 in Review

Angel Oak Capital Advisors sold out of Independent Bank (INDB) in Q2 2025, closing a stake of 7,000 shares — an estimated $439K sold.

Angel Oak Capital Advisors first reported a position in INDB in Q4 2024 and held it in 2 quarters. The position peaked at $642K in Q4 2024. 294 funds tracked by Wall St. Rank hold INDB as of Q2 2025.

  • Angel Oak Capital Advisors reported no remaining Independent Bank position as of Q2 2025 after selling out during the quarter.
  • Angel Oak Capital Advisors sold 7,000 Independent Bank shares in Q2 2025, an estimated $439K.
  • Angel Oak Capital Advisors first reported a position in Independent Bank in Q4 2024 and held it in 2 quarters.
  • Angel Oak Capital Advisors's Independent Bank position peaked at $642K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Independent Bank as of Q2 2025.

Based on Angel Oak Capital Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.