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Atria Investments’s Independent Bank INDB Stock Holding History

Atria Investments’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 		$474K Buy
6,307
+164
+3% +$12.9K 0.01% 1474
2025
Q4 		$449K Buy
6,143
+181
+3% +$12.9K 0.01% 1513
2025
Q3 		$412K Buy
5,962
+2,241
+60% +$152K ﹤0.01% 1531
2025
Q2 		$234K Buy
3,721
+40
+1% +$2.43K ﹤0.01% 1835
2025
Q1 		$231K Buy
+3,681
New +$242K ﹤0.01% 1755

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

Atria Investments's INDB Position: Q1 2026 in Review

Atria Investments increased its Independent Bank (INDB) stake by 2.7% in Q1 2026, buying an estimated $12.9K and bringing the position to 6,307 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #1474.

Atria Investments first reported a position in INDB in Q1 2025 and has held it in 5 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Atria Investments held 6,307 shares of Independent Bank worth $474K as of Q1 2026.
  • Atria Investments bought 164 Independent Bank shares in Q1 2026, an estimated $12.9K.
  • Independent Bank made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1474 holding.
  • Atria Investments first reported a position in Independent Bank in Q1 2025 and has held it in 5 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.