Carson Wealth (CWM LLC)
INDB icon

Carson Wealth (CWM LLC)’s Independent Bank INDB Stock Holding History

Carson Wealth (CWM LLC)’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 		$912K Sell
12,126
-56
-0.5% -$4.39K ﹤0.01% 1601
2025
Q4 		$890K Sell
12,182
-1,305
-10% -$92.7K ﹤0.01% 1564
2025
Q3 		$933K Buy
13,487
+3,200
+31% +$218K ﹤0.01% 1450
2025
Q2 		$647K Sell
10,287
-2,609
-20% -$159K ﹤0.01% 1478
2025
Q1 		$808K Buy
12,896
+1,432
+12% +$94.1K ﹤0.01% 1255
2024
Q4 		$736K Buy
11,464
+310
+3% +$20.7K ﹤0.01% 1228
2024
Q3 		$660K Buy
11,154
+2,450
+28% +$144K ﹤0.01% 1208
2024
Q2 		$441K Buy
8,704
+232
+3% +$11.6K ﹤0.01% 1235
2024
Q1 		$441K Sell
8,472
-96
-1% -$5.31K ﹤0.01% 1180
2023
Q4 		$564K Buy
8,568
+127
+2% +$7.01K ﹤0.01% 1017
2023
Q3 		$414K Buy
8,441
+50
+0.6% +$2.66K ﹤0.01% 1042
2023
Q2 		$373K Buy
8,391
+2,016
+32% +$105K ﹤0.01% 1041
2023
Q1 		$418K Buy
6,375
+95
+2% +$7.26K ﹤0.01% 943
2022
Q4 		$530K Sell
6,280
-25
-0.4% -$2.12K ﹤0.01% 789
2022
Q3 		$470K Sell
6,305
-26
-0.4% -$2.1K ﹤0.01% 760
2022
Q2 		$503K Sell
6,331
-26
-0.4% -$2.07K ﹤0.01% 730
2022
Q1 		$519K Buy
6,357
+175
+3% +$14.8K ﹤0.01% 723
2021
Q4 		$504K Buy
+6,182
New +$514K ﹤0.01% 725
2021
Q2 		$461K Hold
6,100
– – ﹤0.01% 692
2021
Q1 		$461K Hold
6,100
– – ﹤0.01% 692
2020
Q4 		$461K Hold
6,100
– – ﹤0.01% 692
2020
Q3 		$461K Hold
6,100
– – ﹤0.01% 692
2020
Q2 		$461K Hold
6,100
– – ﹤0.01% 692
2020
Q1 		$461K Hold
6,100
– – ﹤0.01% 692
2019
Q4 		$461K Hold
6,100
– – ﹤0.01% 692
2019
Q3 		$461K Hold
6,100
– – ﹤0.01% 692
2019
Q2 		$461K Hold
6,100
– – ﹤0.01% 692
2019
Q1 		$461K Buy
+6,100
New +$483K ﹤0.01% 692

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

Carson Wealth (CWM LLC)'s INDB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Independent Bank (INDB) stake by 0.46% in Q1 2026, selling an estimated $4.39K and leaving 12,126 shares worth $912K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Carson Wealth (CWM LLC) first reported a position in INDB in Q1 2019 and has held it in 28 quarters since. The position peaked at $933K in Q3 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 12,126 shares of Independent Bank worth $912K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 56 Independent Bank shares in Q1 2026, an estimated $4.39K.
  • Independent Bank made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1601 holding.
  • Carson Wealth (CWM LLC) first reported a position in Independent Bank in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Independent Bank position peaked at $933K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.