CAPTRUST Financial Advisors
INDB icon

CAPTRUST Financial Advisors’s Independent Bank INDB Stock Holding History

CAPTRUST Financial Advisors’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 		$3.02M Buy
36,062
+441
+1% +$35K ﹤0.01% 1079
2026
Q1 		$2.68M Buy
35,621
+679
+2% +$53.2K ﹤0.01% 1062
2025
Q4 		$2.55M Sell
34,942
-35
-0.1% -$2.49K ﹤0.01% 970
2025
Q3 		$2.42M Buy
34,977
+17,286
+98% +$1.17M ﹤0.01% 927
2025
Q2 		$1.11M Sell
17,691
-144
-0.8% -$8.75K ﹤0.01% 1295
2025
Q1 		$1.12M Buy
17,835
+5,030
+39% +$331K ﹤0.01% 1208
2024
Q4 		$822K Sell
12,805
-385
-3% -$25.7K ﹤0.01% 1334
2024
Q3 		$780K Buy
13,190
+2,498
+23% +$147K ﹤0.01% 1335
2024
Q2 		$542K Sell
10,692
-7,638
-42% -$382K ﹤0.01% 1460
2024
Q1 		$954K Sell
18,330
-9,695
-35% -$536K ﹤0.01% 1147
2023
Q4 		$1.84M Buy
28,025
+5,213
+23% +$288K 0.01% 943
2023
Q3 		$1.12M Buy
22,812
+1,812
+9% +$96.4K ﹤0.01% 1139
2023
Q2 		$935K Buy
21,000
+8,507
+68% +$441K ﹤0.01% 1247
2023
Q1 		$820K Buy
12,493
+1,448
+13% +$111K ﹤0.01% 1134
2022
Q4 		$933K Sell
11,045
-3,604
-25% -$306K ﹤0.01% 1013
2022
Q3 		$1.09M Buy
14,649
+1,869
+15% +$151K 0.01% 872
2022
Q2 		$1.02M Sell
12,780
-105
-0.8% -$8.34K 0.01% 824
2022
Q1 		$1.06M Buy
12,885
+677
+6% +$57.2K 0.01% 832
2021
Q4 		$1M Buy
12,208
+450
+4% +$37.4K 0.01% 813
2021
Q3 		$897K Buy
11,758
+4,861
+70% +$356K 0.01% 801
2021
Q2 		$524K Buy
6,897
+3,970
+136% +$319K ﹤0.01% 965
2021
Q1 		$248K Sell
2,927
-1,933
-40% -$162K ﹤0.01% 1326
2020
Q4 		$357K Buy
4,860
+170
+4% +$11K ﹤0.01% 952
2020
Q3 		$247K Buy
4,690
+3,550
+311% +$221K ﹤0.01% 944
2020
Q2 		$74K Sell
1,140
-3,527
-76% -$237K ﹤0.01% 1465
2020
Q1 		$301K Sell
4,667
-680
-13% -$48.6K 0.01% 726
2019
Q4 		$448K Buy
+5,347
New +$437K 0.01% 714
2019
Q2 		– Sell
-55
Closed -$4K – 1961
2019
Q1 		$4K Buy
+55
New +$4.36K ﹤0.01% 1573

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

CAPTRUST Financial Advisors's INDB Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Independent Bank (INDB) stake by 1.2% in Q2 2026, buying an estimated $35K and bringing the position to 36,062 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

CAPTRUST Financial Advisors first reported a position in INDB in Q1 2019 and has held it in 28 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • CAPTRUST Financial Advisors held 36,062 shares of Independent Bank worth $3.02M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 441 Independent Bank shares in Q2 2026, an estimated $35K.
  • Independent Bank made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1079 holding.
  • CAPTRUST Financial Advisors first reported a position in Independent Bank in Q1 2019 and has held it in 28 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.