Beese Fulmer Investment Management’s Independent Bank INDB Stock Holding History

Beese Fulmer Investment Management’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	$484K	Sell	6,382 -46	-0.7%	-$3.6K	0.03%	209
2025 Q4	$474K	Sell	6,428 -736	-10%	-$52.3K	0.03%	204
2025 Q3	$496K	Buy	+7,164	New	+$487K	0.03%	186
2023 Q1	–	Sell	-2,454	Closed	-$207K	–	222
2022 Q4	$207K	Buy	+2,454	New	+$208K	0.02%	209
2022 Q2	–	Sell	-2,454	Closed	-$200K	–	230
2022 Q1	$200K	Hold	2,454	–	–	0.02%	227
2021 Q4	$200K	Buy	+2,454	New	+$204K	0.02%	240
2020 Q3	–	Sell	-1,134	Closed	-$76K	–	362
2020 Q2	$76K	Buy	+1,134	New	+$76.2K	0.01%	273

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beese Fulmer Investment Management's INDB Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Independent Bank (INDB) stake by 0.72% in Q1 2026, selling an estimated $3.6K and leaving 6,382 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #209.

Beese Fulmer Investment Management first reported a position in INDB in Q2 2020 and has held it in 7 quarters since. The position peaked at $496K in Q3 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Beese Fulmer Investment Management held 6,382 shares of Independent Bank worth $484K as of Q1 2026.
Beese Fulmer Investment Management sold 46 Independent Bank shares in Q1 2026, an estimated $3.6K.
Independent Bank made up 0.03% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #209 holding.
Beese Fulmer Investment Management first reported a position in Independent Bank in Q2 2020 and has held it in 7 quarters since.
Beese Fulmer Investment Management's Independent Bank position peaked at $496K in Q3 2025.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.