Bank of Montreal’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $261K | Sell |
3,474
-906
| -21% | -$71K | ﹤0.01% | 2766 |
|
|
2025
Q4 | $320K | Sell |
4,380
-3
| -0.1% | -$213 | ﹤0.01% | 2548 |
|
|
2025
Q3 | $303K | Sell |
4,383
-3,516
| -45% | -$239K | ﹤0.01% | 2517 |
|
|
2025
Q2 | $497K | Buy |
7,899
+12
| +0.2% | +$729 | ﹤0.01% | 2286 |
|
|
2025
Q1 | $494K | Buy |
7,887
+998
| +14% | +$65.6K | ﹤0.01% | 2206 |
|
|
2024
Q4 | $442K | Buy |
6,889
+723
| +12% | +$48.2K | ﹤0.01% | 2308 |
|
|
2024
Q3 | $360K | Sell |
6,166
-22
| -0.4% | -$1.29K | ﹤0.01% | 2634 |
|
|
2024
Q2 | $314K | Sell |
6,188
-517
| -8% | -$25.9K | ﹤0.01% | 2705 |
|
|
2024
Q1 | $353K | Sell |
6,705
-8,008
| -54% | -$443K | ﹤0.01% | 2681 |
|
|
2023
Q4 | $999K | Sell |
14,713
-1,069
| -7% | -$59K | ﹤0.01% | 2047 |
|
|
2023
Q3 | $871K | Buy |
15,782
+2,621
| +20% | +$139K | ﹤0.01% | 2137 |
|
|
2023
Q2 | $651K | Buy |
13,161
+548
| +4% | +$28.4K | ﹤0.01% | 2417 |
|
|
2023
Q1 | $1.02M | Buy |
12,613
+5,074
| +67% | +$388K | ﹤0.01% | 2031 |
|
|
2022
Q4 | $647K | Buy |
7,539
+1,999
| +36% | +$169K | ﹤0.01% | 2451 |
|
|
2022
Q3 | $441 | Buy |
5,540
+51
| +0.9% | +$4.12K | ﹤0.01% | 2656 |
|
|
2022
Q2 | $445 | Sell |
5,489
-7,915
| -59% | -$629K | ﹤0.01% | 2768 |
|
|
2022
Q1 | $1.14M | Buy |
13,404
+172
| +1% | +$14.5K | ﹤0.01% | 2245 |
|
|
2021
Q4 | $1.09M | Buy |
13,232
+1,397
| +12% | +$116K | ﹤0.01% | 1894 |
|
|
2021
Q3 | $916K | Sell |
11,835
-172
| -1% | -$12.6K | ﹤0.01% | 2550 |
|
|
2021
Q2 | $917K | Buy |
12,007
+2,629
| +28% | +$211K | ﹤0.01% | 2539 |
|
|
2021
Q1 | $773K | Sell |
9,378
-546
| -6% | -$45.6K | ﹤0.01% | 2381 |
|
|
2020
Q4 | $778K | Buy |
9,924
+6,066
| +157% | +$394K | ﹤0.01% | 2420 |
|
|
2020
Q3 | $214K | Sell |
3,858
-1,139
| -23% | -$70.8K | ﹤0.01% | 2718 |
|
|
2020
Q2 | $304K | Buy |
4,997
+3,014
| +152% | +$203K | ﹤0.01% | 2513 |
|
|
2020
Q1 | $134K | Sell |
1,983
-4,352
| -69% | -$311K | ﹤0.01% | 2485 |
|
|
2019
Q4 | $528K | Buy |
6,335
+336
| +6% | +$27.5K | ﹤0.01% | 2642 |
|
|
2019
Q3 | $447K | Buy |
5,999
+161
| +3% | +$11.7K | ﹤0.01% | 2471 |
|
|
2019
Q2 | $445K | Buy |
5,838
+3,047
| +109% | +$237K | ﹤0.01% | 2488 |
|
|
2019
Q1 | $226K | Buy |
2,791
+75
| +3% | +$5.94K | ﹤0.01% | 2673 |
|
|
2018
Q4 | $190K | Buy |
2,716
+197
| +8% | +$15.3K | ﹤0.01% | 2609 |
|
|
2018
Q3 | $208K | Sell |
2,519
-5
| -0.2% | -$436 | ﹤0.01% | 2720 |
|
|
2018
Q2 | $198K | Buy |
2,524
+193
| +8% | +$14.7K | ﹤0.01% | 2767 |
|
|
2018
Q1 | $166K | Hold |
2,331
| – | – | ﹤0.01% | 2718 |
|
|
2017
Q4 | $163K | Sell |
2,331
-1,050
| -31% | -$75.2K | ﹤0.01% | 2771 |
|
|
2017
Q3 | $252K | Hold |
3,381
| – | – | ﹤0.01% | 2567 |
|
|
2017
Q2 | $226K | Buy |
3,381
+345
| +11% | +$22K | ﹤0.01% | 2608 |
|
|
2017
Q1 | $197K | Buy |
3,036
+899
| +42% | +$58K | ﹤0.01% | 2480 |
|
|
2016
Q4 | $139K | Hold |
2,137
| – | – | ﹤0.01% | 2676 |
|
|
2016
Q3 | $116K | Hold |
2,137
| – | – | ﹤0.01% | 2697 |
|
|
2016
Q2 | $98K | Buy |
2,137
+133
| +7% | +$6.21K | ﹤0.01% | 2815 |
|
|
2016
Q1 | $92K | Sell |
2,004
-441
| -18% | -$19.7K | ﹤0.01% | 2828 |
|
|
2015
Q4 | $115K | Buy |
2,445
+495
| +25% | +$23.8K | ﹤0.01% | 2706 |
|
|
2015
Q3 | $90K | Sell |
1,950
-858
| -31% | -$40.1K | ﹤0.01% | 2673 |
|
|
2015
Q2 | $132K | Buy |
2,808
+2,054
| +272% | +$91.5K | ﹤0.01% | 2600 |
|
|
2015
Q1 | $34K | Hold |
754
| – | – | ﹤0.01% | 3071 |
|
|
2014
Q4 | $32K | Hold |
754
| – | – | ﹤0.01% | 3197 |
|
|
2014
Q3 | $27K | Sell |
754
-693
| -48% | -$25.6K | ﹤0.01% | 3361 |
|
|
2014
Q2 | $56K | Buy |
1,447
+667
| +86% | +$25K | ﹤0.01% | 3148 |
|
|
2014
Q1 | $31K | Sell |
780
-314
| -29% | -$11.8K | ﹤0.01% | 3319 |
|
|
2013
Q4 | $43K | Hold |
1,094
| – | – | ﹤0.01% | 2933 |
|
|
2013
Q3 | $39K | Hold |
1,094
| – | – | ﹤0.01% | 2939 |
|
|
2013
Q2 | $38K | Buy |
+1,094
| New | +$35.2K | ﹤0.01% | 2819 |
|
Other funds holding INDB
VPM
VCM
RT
DRZID
Bank of Montreal's INDB Position: Q1 2026 in Review
Bank of Montreal reduced its Independent Bank (INDB) stake by 21% in Q1 2026, selling an estimated $71K and leaving 3,474 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.
Bank of Montreal first reported a position in INDB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.14M in Q1 2022. 333 funds tracked by Wall St. Rank hold INDB as of Q1 2026.
- Bank of Montreal held 3,474 shares of Independent Bank worth $261K as of Q1 2026.
- Bank of Montreal sold 906 Independent Bank shares in Q1 2026, an estimated $71K.
- Independent Bank made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2766 holding.
- Bank of Montreal first reported a position in Independent Bank in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Independent Bank position peaked at $1.14M in Q1 2022.
- 333 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.