CPSC
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Carl P. Sherr & Co’s Independent Bank INDB Stock Holding History

Carl P. Sherr & Co’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 		$1.77M Sell
21,087
-230
-1% -$18.2K 0.74% 33
2026
Q1 		$1.6M Hold
21,317
– – 0.75% 35
2025
Q4 		$1.72M Sell
21,317
-590
-3% -$41.9K 0.77% 35
2025
Q3 		$1.52M Buy
21,907
+12,752
+139% +$867K 0.72% 35
2025
Q2 		$576K Sell
9,155
-820
-8% -$49.8K 0.29% 68
2025
Q1 		$625K Hold
9,975
– – 0.34% 62
2024
Q4 		$640K Buy
9,975
+3,950
+66% +$263K 0.34% 64
2024
Q3 		$356K Sell
6,025
-1,801
-23% -$106K 0.19% 90
2024
Q2 		$397K Sell
7,826
-124
-2% -$6.2K 0.22% 83
2024
Q1 		$414K Buy
7,950
+3
+0% +$166 0.23% 85
2023
Q4 		$523K Sell
7,947
-246
-3% -$13.6K 0.32% 73
2023
Q3 		$402K Buy
8,193
+3
+0% +$160 0.27% 77
2023
Q2 		$365K Buy
8,190
+3
+0% +$156 0.24% 86
2023
Q1 		$537K Buy
8,187
+2
+0% +$153 0.39% 62
2022
Q4 		$691K Buy
8,185
+2
+0% +$170 0.52% 52
2022
Q3 		$610K Sell
8,183
-298
-4% -$24.1K 0.49% 54
2022
Q2 		$674K Sell
8,481
-198
-2% -$15.7K 0.5% 53
2022
Q1 		$709K Sell
8,679
-98
-1% -$8.28K 0.48% 60
2021
Q4 		$716K Buy
8,777
+452
+5% +$37.5K 0.43% 62
2021
Q3 		$634K Buy
8,325
+750
+10% +$54.9K 0.51% 53
2021
Q2 		$572K Buy
7,575
+500
+7% +$40.2K 0.39% 65
2021
Q1 		$596K Sell
7,075
-4,385
-38% -$366K 0.45% 63
2020
Q4 		$837K Sell
11,460
-69
-0.6% -$4.48K 0.67% 42
2020
Q3 		$604K Hold
11,529
– – 0.55% 55
2020
Q2 		$774K Hold
11,529
– – 0.77% 39
2020
Q1 		$742K Sell
11,529
-230
-2% -$16.4K 0.88% 35
2019
Q4 		$979K Buy
+11,759
New +$961K 0.96% 33

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

Carl P. Sherr & Co's INDB Position: Q2 2026 in Review

Carl P. Sherr & Co reduced its Independent Bank (INDB) stake by 1.1% in Q2 2026, selling an estimated $18.2K and leaving 21,087 shares worth $1.77M. The position accounts for 0.74% of the portfolio, ranked #33.

Carl P. Sherr & Co first reported a position in INDB in Q4 2019 and has held it in 27 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Carl P. Sherr & Co held 21,087 shares of Independent Bank worth $1.77M as of Q2 2026.
  • Carl P. Sherr & Co sold 230 Independent Bank shares in Q2 2026, an estimated $18.2K.
  • Independent Bank made up 0.74% of Carl P. Sherr & Co's portfolio in Q2 2026, its #33 holding.
  • Carl P. Sherr & Co first reported a position in Independent Bank in Q4 2019 and has held it in 27 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Carl P. Sherr & Co's 13F filing for Q2 2026, filed 3 Aug 2026.