Bard Financial Services’s Independent Bank INDB Stock Holding History

Bard Financial Services’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
2025 Q3	$359K	Hold	5,190	–	–	0.04%	163
2025 Q2	$326K	Hold	5,190	–	–	0.04%	164
2025 Q1	$325K	Hold	5,190	–	–	0.04%	174
2024 Q4	$333K	Hold	5,190	–	–	0.04%	169
2024 Q3	$307K	Hold	5,190	–	–	0.04%	177
2024 Q2	$263K	Hold	5,190	–	–	0.03%	191
2024 Q1	$270K	Hold	5,190	–	–	0.03%	193
2023 Q4	$342K	Hold	5,190	–	–	0.04%	180
2023 Q3	$255K	Hold	5,190	–	–	0.03%	191
2023 Q2	$231K	Hold	5,190	–	–	0.02%	279
2023 Q1	$341K	Hold	5,190	–	–	0.03%	248
2022 Q4	$438K	Hold	5,190	–	–	0.04%	209
2022 Q3	$387K	Hold	5,190	–	–	0.04%	214
2022 Q2	$412K	Hold	5,190	–	–	0.04%	209
2022 Q1	$424K	Hold	5,190	–	–	0.03%	210
2021 Q4	$423K	Hold	5,190	–	–	0.03%	200
2021 Q3	$395K	Hold	5,190	–	–	0.04%	196
2021 Q2	$392K	Hold	5,190	–	–	0.03%	200
2021 Q1	$437K	Hold	5,190	–	–	0.04%	186
2020 Q4	$379K	Buy	+5,190	New	+$337K	0.04%	189

Other funds holding INDB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bard Financial Services's INDB Position: Q3 2025 in Review

Bard Financial Services held its Independent Bank (INDB) position steady in Q3 2025 at 5,190 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #163.

Bard Financial Services first reported a position in INDB in Q4 2020 and has held it in 20 quarters since. The position peaked at $438K in Q4 2022. 307 funds tracked by Wall St. Rank hold INDB as of Q3 2025.

Bard Financial Services held 5,190 shares of Independent Bank worth $359K as of Q3 2025.
Bard Financial Services left its Independent Bank share count unchanged in Q3 2025.
Independent Bank made up 0.04% of Bard Financial Services's portfolio in Q3 2025, its #163 holding.
Bard Financial Services first reported a position in Independent Bank in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Independent Bank position peaked at $438K in Q4 2022.
307 funds tracked by Wall St. Rank held Independent Bank as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.