Ballast Advisors’s Independent Bank INDB Stock Holding History

Ballast Advisors’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	–	Sell	-406	Closed	-$30.5K	–	288
2026 Q1	$30.5K	Buy	+406	New	+$31.8K	0.01%	255

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

Ballast Advisors's INDB Position: Q2 2026 in Review

Ballast Advisors sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 406 shares — an estimated $30.5K sold.

Ballast Advisors first reported a position in INDB in Q1 2026 and held it in 1 quarter. The position peaked at $30.5K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Ballast Advisors reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 406 Independent Bank shares in Q2 2026, an estimated $30.5K.
Ballast Advisors first reported a position in Independent Bank in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Independent Bank position peaked at $30.5K in Q1 2026.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.