Cerity Partners
INDB icon

Cerity Partners’s Independent Bank INDB Stock Holding History

Cerity Partners’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 		$5.47M Sell
65,348
-3,694
-5% -$293K 0.01% 1054
2026
Q1 		$5.19M Sell
69,042
-2,661
-4% -$209K 0.01% 993
2025
Q4 		$5.24M Sell
71,703
-2,028
-3% -$144K 0.01% 899
2025
Q3 		$5.1M Sell
73,731
-154
-0.2% -$10.5K 0.01% 843
2025
Q2 		$4.65M Sell
73,885
-2,907
-4% -$177K 0.01% 829
2025
Q1 		$4.81M Buy
76,792
+62,192
+426% +$4.09M 0.01% 747
2024
Q4 		$872K Sell
14,600
-648
-4% -$43.2K ﹤0.01% 1485
2024
Q3 		$902K Buy
15,248
+4,805
+46% +$282K ﹤0.01% 1450
2024
Q2 		$530K Sell
10,443
-6,318
-38% -$316K ﹤0.01% 1519
2024
Q1 		$872K Buy
+16,761
New +$927K ﹤0.01% 1341
2023
Q2 		– Sell
-804
Closed -$896K – 1802
2023
Q1 		$896K Buy
+804
New +$61.5K ﹤0.01% 1025
2019
Q2 		– Sell
-2,840
Closed -$230K – 533
2019
Q1 		$230K Sell
2,840
-29
-1% -$2.3K 0.02% 471
2018
Q4 		$202K Buy
2,869
+444
+18% +$34.4K 0.01% 483
2018
Q3 		$200K Buy
+2,425
New +$212K 0.01% 513
2017
Q4 		– Sell
-5,218
Closed -$390K – 575
2017
Q3 		$390K Buy
+5,218
New +$363K 0.03% 371

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 $3.38T AUM 44.17% 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 $2.61B AUM 14.26% 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

Cerity Partners's INDB Position: Q2 2026 in Review

Cerity Partners reduced its Independent Bank (INDB) stake by 5.4% in Q2 2026, selling an estimated $293K and leaving 65,348 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #1054.

Cerity Partners first reported a position in INDB in Q3 2017 and has held it in 15 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Cerity Partners held 65,348 shares of Independent Bank worth $5.47M as of Q2 2026.
  • Cerity Partners sold 3,694 Independent Bank shares in Q2 2026, an estimated $293K.
  • Independent Bank made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1054 holding.
  • Cerity Partners first reported a position in Independent Bank in Q3 2017 and has held it in 15 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.