Briggs Advisory Group’s Independent Bank INDB Stock Holding History

Briggs Advisory Group’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
2023 Q3	$312K	Hold	6,358	–	–	0.18%	52
2023 Q2	$283K	Hold	6,358	–	–	0.16%	51
2023 Q1	$417K	Hold	6,358	–	–	0.25%	42
2022 Q4	$537K	Hold	6,358	–	–	0.34%	39
2022 Q3	$474K	Hold	6,358	–	–	0.36%	35
2022 Q2	$505K	Hold	6,358	–	–	0.37%	37
2022 Q1	$519K	Hold	6,358	–	–	0.34%	37
2021 Q4	$518K	Buy	+6,358	New	+$528K	0.35%	36

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Briggs Advisory Group's INDB Position: Q3 2023 in Review

Briggs Advisory Group held its Independent Bank (INDB) position steady in Q3 2023 at 6,358 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #52.

Briggs Advisory Group first reported a position in INDB in Q4 2021 and has held it in 8 quarters since. The position peaked at $537K in Q4 2022. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

Briggs Advisory Group held 6,358 shares of Independent Bank worth $312K as of Q3 2023.
Briggs Advisory Group left its Independent Bank share count unchanged in Q3 2023.
Independent Bank made up 0.18% of Briggs Advisory Group's portfolio in Q3 2023, its #52 holding.
Briggs Advisory Group first reported a position in Independent Bank in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Independent Bank position peaked at $537K in Q4 2022.
255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.