Aries Wealth Management’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.25M | Hold |
14,872
| – | – | 0.24% | 86 |
|
|
2026
Q1 | $1.12M | Hold |
14,872
| – | – | 0.25% | 88 |
|
|
2025
Q4 | $1.09M | Sell |
14,872
-228
| -2% | -$16.2K | 0.24% | 91 |
|
|
2025
Q3 | $1.04M | Hold |
15,100
| – | – | 0.25% | 96 |
|
|
2025
Q2 | $950K | Hold |
15,100
| – | – | 0.25% | 94 |
|
|
2025
Q1 | $946K | Sell |
15,100
-1,250
| -8% | -$82.2K | 0.26% | 89 |
|
|
2024
Q4 | $1.05M | Hold |
16,350
| – | – | 0.29% | 85 |
|
|
2024
Q3 | $967K | Buy |
16,350
+228
| +1% | +$13.4K | 0.27% | 86 |
|
|
2024
Q2 | $818K | Buy |
16,122
+232
| +1% | +$11.6K | 0.26% | 95 |
|
|
2024
Q1 | $827K | Hold |
15,890
| – | – | 0.27% | 90 |
|
|
2023
Q4 | $1.05M | Sell |
15,890
-6,800
| -30% | -$375K | 0.37% | 72 |
|
|
2023
Q3 | $1.1M | Hold |
22,690
| – | – | 0.43% | 66 |
|
|
2023
Q2 | $1.01M | Hold |
22,690
| – | – | 0.39% | 75 |
|
|
2023
Q1 | $1.49M | Hold |
22,690
| – | – | 0.61% | 51 |
|
|
2022
Q4 | $1.92M | Hold |
22,690
| – | – | 0.83% | 36 |
|
|
2022
Q3 | $1.97M | Hold |
22,690
| – | – | 0.87% | 33 |
|
|
2022
Q2 | $1.8M | Buy |
+22,690
| New | +$1.8M | 0.82% | 35 |
|
|
2022
Q1 | – | Sell |
-22,690
| Closed | -$1.85M | – | 140 |
|
|
2021
Q4 | $1.85M | Hold |
22,690
| – | – | 0.71% | 38 |
|
|
2021
Q3 | $1.73M | Hold |
22,690
| – | – | 0.73% | 36 |
|
|
2021
Q2 | $1.71M | Hold |
22,690
| – | – | 0.73% | 38 |
|
|
2021
Q1 | $1.86M | Hold |
22,690
| – | – | 0.84% | 35 |
|
|
2020
Q4 | $1.75M | Sell |
22,690
-1,000
| -4% | -$64.9K | 0.87% | 33 |
|
|
2020
Q3 | $1.24M | Sell |
23,690
-2,500
| -10% | -$155K | 0.7% | 41 |
|
|
2020
Q2 | $1.76M | Sell |
26,190
-1,300
| -5% | -$87.4K | 1.07% | 25 |
|
|
2020
Q1 | $1.86M | Hold |
27,490
| – | – | 1.42% | 18 |
|
|
2019
Q4 | $2.27M | Hold |
27,490
| – | – | 1.38% | 17 |
|
|
2019
Q3 | $2M | Sell |
27,490
-250
| -0.9% | -$18.1K | 1.33% | 20 |
|
|
2019
Q2 | $2.1M | Hold |
27,740
| – | – | 1.47% | 16 |
|
|
2019
Q1 | $2.25M | Hold |
27,740
| – | – | 1.68% | 14 |
|
|
2018
Q4 | $1.95M | Hold |
27,740
| – | – | 2.07% | 10 |
|
|
2018
Q3 | $2.29M | Sell |
27,740
-1,000
| -3% | -$87.2K | 2.06% | 11 |
|
|
2018
Q2 | $2.54M | Hold |
28,740
| – | – | 2.35% | 8 |
|
|
2018
Q1 | $2.09M | Hold |
28,740
| – | – | 2.02% | 10 |
|
|
2017
Q4 | $2.11M | Buy |
+28,740
| New | +$2.06M | 1.95% | 13 |
|
Other funds holding INDB
RT
CCM
NAMI
Aries Wealth Management's INDB Position: Q2 2026 in Review
Aries Wealth Management held its Independent Bank (INDB) position steady in Q2 2026 at 14,872 shares worth $1.25M. The position accounts for 0.24% of the portfolio, ranked #86.
Aries Wealth Management first reported a position in INDB in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.54M in Q2 2018. 352 funds tracked by Wall St. Rank hold INDB as of Q2 2026.
- Aries Wealth Management held 14,872 shares of Independent Bank worth $1.25M as of Q2 2026.
- Aries Wealth Management left its Independent Bank share count unchanged in Q2 2026.
- Independent Bank made up 0.24% of Aries Wealth Management's portfolio in Q2 2026, its #86 holding.
- Aries Wealth Management first reported a position in Independent Bank in Q4 2017 and has held it in 34 quarters since.
- Aries Wealth Management's Independent Bank position peaked at $2.54M in Q2 2018.
- 352 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.
Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.