CWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cabot Wealth Management's INDB Position: Q1 2026 in Review

Cabot Wealth Management held its Independent Bank (INDB) position steady in Q1 2026 at 4,384 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #113.

Cabot Wealth Management first reported a position in INDB in Q3 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Cabot Wealth Management held 4,384 shares of Independent Bank worth $330K as of Q1 2026.
  • Cabot Wealth Management left its Independent Bank share count unchanged in Q1 2026.
  • Independent Bank made up 0.04% of Cabot Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Cabot Wealth Management first reported a position in Independent Bank in Q3 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.