CWM
INDB icon

Cabot Wealth Management’s Independent Bank INDB Stock Holding History

Cabot Wealth 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 		$367K Hold
4,384
– – 0.04% 112
2026
Q1 		$330K Hold
4,384
– – 0.04% 113
2025
Q4 		$320K Hold
4,384
– – 0.04% 120
2025
Q3 		$303K Buy
+4,384
New +$298K 0.03% 123

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

Cabot Wealth Management's INDB Position: Q2 2026 in Review

Cabot Wealth Management held its Independent Bank (INDB) position steady in Q2 2026 at 4,384 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #112.

Cabot Wealth Management first reported a position in INDB in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Cabot Wealth Management held 4,384 shares of Independent Bank worth $367K as of Q2 2026.
  • Cabot Wealth Management left its Independent Bank share count unchanged in Q2 2026.
  • Independent Bank made up 0.04% of Cabot Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Cabot Wealth Management first reported a position in Independent Bank in Q3 2025 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.