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 Q2	$528K	Sell	6,302 -80	-1%	-$6.35K	0.03%	208
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 $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

Beese Fulmer Investment Management's INDB Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Independent Bank (INDB) stake by 1.3% in Q2 2026, selling an estimated $6.35K and leaving 6,302 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #208.

Beese Fulmer Investment Management first reported a position in INDB in Q2 2020 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Beese Fulmer Investment Management held 6,302 shares of Independent Bank worth $528K as of Q2 2026.
Beese Fulmer Investment Management sold 80 Independent Bank shares in Q2 2026, an estimated $6.35K.
Independent Bank made up 0.03% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #208 holding.
Beese Fulmer Investment Management first reported a position in Independent Bank in Q2 2020 and has held it in 8 quarters since.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.