AGWCA
INDB icon

Annis Gardner Whiting Capital Advisors’s Independent Bank INDB Stock Holding History

Annis Gardner Whiting 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
2026
Q1 		$1.35K Buy
18
+1
+6% +$78 ﹤0.01% 1105
2025
Q4 		$1.24K Buy
+17
New +$1.21K ﹤0.01% 1021

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

Annis Gardner Whiting Capital Advisors's INDB Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Independent Bank (INDB) stake by 5.9% in Q1 2026, buying an estimated $78 and bringing the position to 18 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Annis Gardner Whiting Capital Advisors first reported a position in INDB in Q4 2025 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 18 shares of Independent Bank worth $1.35K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 1 Independent Bank share in Q1 2026, an estimated $78.
  • Independent Bank made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1105 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Independent Bank in Q4 2025 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.