BWA
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Basecamp Wealth Advisors’s Independent Bank INDB Stock Holding History

Basecamp Wealth 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 		$20.8K Sell
249
-24
-9% -$1.9K ﹤0.01% 798
2026
Q1 		$20.5K Sell
273
-56
-17% -$4.39K ﹤0.01% 814
2025
Q4 		$24K Buy
+329
New +$23.4K 0.01% 731

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
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

Basecamp Wealth Advisors's INDB Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Independent Bank (INDB) stake by 8.8% in Q2 2026, selling an estimated $1.9K and leaving 249 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Basecamp Wealth Advisors first reported a position in INDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $24K in Q4 2025. 352 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Basecamp Wealth Advisors held 249 shares of Independent Bank worth $20.8K as of Q2 2026.
  • Basecamp Wealth Advisors sold 24 Independent Bank shares in Q2 2026, an estimated $1.9K.
  • Independent Bank made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #798 holding.
  • Basecamp Wealth Advisors first reported a position in Independent Bank in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Independent Bank position peaked at $24K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.