AssetMark Inc’s Independent Bank INDB Stock Holding History

AssetMark Inc’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	$40.6K	Hold	540	–	–	﹤0.01%	1822
2025 Q4	$39.5K	Hold	540	–	–	﹤0.01%	1793
2025 Q3	$37.4K	Buy	540 +2	+0.4%	+$136	﹤0.01%	1731
2025 Q2	$33.8K	Hold	538	–	–	﹤0.01%	1672
2025 Q1	$33.7K	Hold	538	–	–	﹤0.01%	1552
2024 Q4	$34.5K	Hold	538	–	–	﹤0.01%	1520
2024 Q3	$31.8K	Hold	538	–	–	﹤0.01%	1393
2024 Q2	$27.3K	Hold	538	–	–	﹤0.01%	1334
2024 Q1	$28K	Hold	538	–	–	﹤0.01%	1238
2023 Q4	$35.4K	Hold	538	–	–	﹤0.01%	1217
2023 Q3	$26.4K	Buy	538 +85	+19%	+$4.52K	﹤0.01%	1211
2023 Q2	$20.2K	Hold	453	–	–	﹤0.01%	1205
2023 Q1	$29.7K	Hold	453	–	–	﹤0.01%	1135
2022 Q4	$38.2K	Hold	453	–	–	﹤0.01%	1098
2022 Q3	$34K	Hold	453	–	–	﹤0.01%	1029
2022 Q2	$36K	Buy	453 +30	+7%	+$2.38K	﹤0.01%	1002
2022 Q1	$35K	Buy	423 +25	+6%	+$2.11K	﹤0.01%	984
2021 Q4	$32K	Buy	+398	New	+$33.1K	﹤0.01%	993
2018 Q1	–	Sell	-9	Closed	-$1K	–	1679
2017 Q4	$1K	Buy	+9	New	+$644	﹤0.01%	1626

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AssetMark Inc's INDB Position: Q1 2026 in Review

AssetMark Inc held its Independent Bank (INDB) position steady in Q1 2026 at 540 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

AssetMark Inc first reported a position in INDB in Q4 2017 and has held it in 19 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

AssetMark Inc held 540 shares of Independent Bank worth $40.6K as of Q1 2026.
AssetMark Inc left its Independent Bank share count unchanged in Q1 2026.
Independent Bank made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1822 holding.
AssetMark Inc first reported a position in Independent Bank in Q4 2017 and has held it in 19 quarters since.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.