Boston Financial Management’s Independent Bank INDB Stock Holding History

Boston Financial 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
2024 Q4	$509K	Buy	7,934 +4,447	+128%	+$296K	0.02%	238
2024 Q3	$206K	Sell	3,487 -4,540	-57%	-$267K	0.01%	321
2024 Q2	$407K	Hold	8,027	–	–	0.01%	255
2024 Q1	$418K	Sell	8,027 -175	-2%	-$9.68K	0.01%	265
2023 Q4	$540K	Hold	8,202	–	–	0.02%	232
2023 Q3	$403K	Hold	8,202	–	–	0.02%	244
2023 Q2	$365K	Hold	8,202	–	–	0.01%	257
2023 Q1	$538K	Hold	8,202	–	–	0.02%	219
2022 Q4	$692K	Hold	8,202	–	–	0.03%	208
2022 Q3	$611K	Hold	8,202	–	–	0.03%	204
2022 Q2	$651K	Hold	8,202	–	–	0.03%	188
2022 Q1	$670K	Buy	8,202 +175	+2%	+$14.8K	0.03%	187
2021 Q4	$654K	Hold	8,027	–	–	0.02%	174
2021 Q3	$611K	Hold	8,027	–	–	0.02%	171
2021 Q2	$606K	Hold	8,027	–	–	0.02%	161
2021 Q1	$676K	Hold	8,027	–	–	0.03%	148
2020 Q4	$586K	Hold	8,027	–	–	0.03%	156
2020 Q3	$420K	Hold	8,027	–	–	0.02%	176
2020 Q2	$539K	Hold	8,027	–	–	0.03%	157
2020 Q1	$517K	Buy	8,027 +1,000	+14%	+$71.4K	0.03%	158
2019 Q4	$585K	Hold	7,027	–	–	0.03%	159
2019 Q3	$525K	Hold	7,027	–	–	0.03%	174
2019 Q2	$535K	Hold	7,027	–	–	0.03%	174
2019 Q1	$569K	Hold	7,027	–	–	0.03%	174
2018 Q4	$494K	Hold	7,027	–	–	0.03%	186
2018 Q3	$580K	Sell	7,027 -835	-11%	-$72.8K	0.03%	197
2018 Q2	$616K	Hold	7,862	–	–	0.04%	174
2018 Q1	$563K	Sell	7,862 -2,425	-24%	-$174K	0.04%	185
2017 Q4	$719K	Hold	10,287	–	–	0.05%	179
2017 Q3	$768K	Hold	10,287	–	–	0.05%	177
2017 Q2	$686K	Buy	10,287 +4,378	+74%	+$279K	0.05%	187
2017 Q1	$384K	Hold	5,909	–	–	0.03%	220
2016 Q4	$416K	Buy	5,909 +59	+1%	+$3.62K	0.03%	215
2016 Q3	$316K	Hold	5,850	–	–	0.03%	217
2016 Q2	$267K	Buy	5,850 +200	+4%	+$9.33K	0.02%	221
2016 Q1	$260K	Sell	5,650 -550	-9%	-$24.5K	0.04%	160
2015 Q4	$288K	Sell	6,200 -200	-3%	-$9.62K	0.04%	163
2015 Q3	$295K	Hold	6,400	–	–	0.04%	178
2015 Q2	$300K	Hold	6,400	–	–	0.04%	182
2015 Q1	$281K	Hold	6,400	–	–	0.04%	188
2014 Q4	$274K	Hold	6,400	–	–	0.03%	184
2014 Q3	$229K	Sell	6,400 -1,200	-16%	-$44.3K	0.03%	192
2014 Q2	$292K	Hold	7,600	–	–	0.04%	186
2014 Q1	$299K	Hold	7,600	–	–	0.04%	178
2013 Q4	$297K	Hold	7,600	–	–	0.04%	182
2013 Q3	$271K	Hold	7,600	–	–	0.04%	186
2013 Q2	$262K	Buy	+7,600	New	+$244K	0.04%	188

Other funds holding INDB

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Boston Financial Management's INDB Position: Q4 2024 in Review

Boston Financial Management increased its Independent Bank (INDB) stake by 128% in Q4 2024, buying an estimated $296K and bringing the position to 7,934 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #238.

Boston Financial Management first reported a position in INDB in Q2 2013 and has held it in 47 quarters since. The position peaked at $768K in Q3 2017. 286 funds tracked by Wall St. Rank hold INDB as of Q4 2024.

Boston Financial Management held 7,934 shares of Independent Bank worth $509K as of Q4 2024.
Boston Financial Management bought 4,447 Independent Bank shares in Q4 2024, an estimated $296K.
Independent Bank made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #238 holding.
Boston Financial Management first reported a position in Independent Bank in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's Independent Bank position peaked at $768K in Q3 2017.
286 funds tracked by Wall St. Rank held Independent Bank as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.