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
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 $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

Carl P. Sherr & Co's INDB Position: Q1 2026 in Review

Carl P. Sherr & Co held its Independent Bank (INDB) position steady in Q1 2026 at 21,317 shares worth $1.6M. The position accounts for 0.75% of the portfolio, ranked #35.

Carl P. Sherr & Co first reported a position in INDB in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2025. 333 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Carl P. Sherr & Co held 21,317 shares of Independent Bank worth $1.6M as of Q1 2026.
  • Carl P. Sherr & Co left its Independent Bank share count unchanged in Q1 2026.
  • Independent Bank made up 0.75% of Carl P. Sherr & Co's portfolio in Q1 2026, its #35 holding.
  • Carl P. Sherr & Co first reported a position in Independent Bank in Q4 2019 and has held it in 26 quarters since.
  • Carl P. Sherr & Co's Independent Bank position peaked at $1.72M in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.