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 Q3	$50.5K	Buy	650 +14	+2%	+$1.17K	﹤0.01%	1885
2026 Q2	$53.2K	Buy	636 +96	+18%	+$7.62K	﹤0.01%	1811
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

AssetMark Inc's INDB Position: Q3 2026 in Review

AssetMark Inc increased its Independent Bank (INDB) stake by 2.2% in Q3 2026, buying an estimated $1.17K and bringing the position to 650 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

AssetMark Inc first reported a position in INDB in Q4 2017 and has held it in 21 quarters since. The position peaked at $53.2K in Q2 2026. 158 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

AssetMark Inc held 650 shares of Independent Bank worth $50.5K as of Q3 2026.
AssetMark Inc bought 14 Independent Bank shares in Q3 2026, an estimated $1.17K.
Independent Bank made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1885 holding.
AssetMark Inc first reported a position in Independent Bank in Q4 2017 and has held it in 21 quarters since.
AssetMark Inc's Independent Bank position peaked at $53.2K in Q2 2026.
158 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.