CIBC Private Wealth Group’s Independent Bank INDB Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$231K	Buy	3,161 +11	+0.3%	+$781	﹤0.01%	1130
2025 Q3	$218K	Sell	3,150 -325	-9%	-$22.1K	﹤0.01%	1148
2025 Q2	$219K	Hold	3,475	–	–	﹤0.01%	1092
2025 Q1	$190K	Sell	3,475 -210	-6%	-$13.8K	﹤0.01%	1096
2024 Q4	$230K	Buy	3,685 +10	+0.3%	+$667	﹤0.01%	1102
2024 Q3	$217K	Sell	3,675 -225	-6%	-$13.2K	﹤0.01%	1144
2024 Q2	$187K	Hold	3,900	–	–	﹤0.01%	1134
2024 Q1	$198K	Sell	3,900 -281	-7%	-$15.5K	﹤0.01%	1129
2023 Q4	$275K	Buy	4,181 +20	+0.5%	+$1.1K	﹤0.01%	963
2023 Q3	$204K	Buy	+4,161	New	+$221K	﹤0.01%	999

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIBC Private Wealth Group's INDB Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Independent Bank (INDB) stake by 0.35% in Q4 2025, buying an estimated $781 and bringing the position to 3,161 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

CIBC Private Wealth Group first reported a position in INDB in Q3 2023 and has held it in 10 quarters since. The position peaked at $275K in Q4 2023. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

CIBC Private Wealth Group held 3,161 shares of Independent Bank worth $231K as of Q4 2025.
CIBC Private Wealth Group bought 11 Independent Bank shares in Q4 2025, an estimated $781.
Independent Bank made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1130 holding.
CIBC Private Wealth Group first reported a position in Independent Bank in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's Independent Bank position peaked at $275K in Q4 2023.
319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.