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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

AssetMark Inc's INDB Position: Q2 2026 in Review

AssetMark Inc increased its Independent Bank (INDB) stake by 18% in Q2 2026, buying an estimated $7.62K and bringing the position to 636 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

AssetMark Inc first reported a position in INDB in Q4 2017 and has held it in 20 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

AssetMark Inc held 636 shares of Independent Bank worth $53.2K as of Q2 2026.
AssetMark Inc bought 96 Independent Bank shares in Q2 2026, an estimated $7.62K.
Independent Bank made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1811 holding.
AssetMark Inc first reported a position in Independent Bank in Q4 2017 and has held it in 20 quarters since.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.