ClearBridge Investments
INDB icon

ClearBridge Investments’s Independent Bank INDB Stock Holding History

ClearBridge Investments’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 		– Sell
-101,746
Closed -$7.44M – 717
2025
Q4 		$7.44M Sell
101,746
-76,953
-43% -$5.47M 0.01% 535
2025
Q3 		$12.4M Buy
178,699
+4,012
+2% +$273K 0.01% 477
2025
Q2 		$11M Sell
174,687
-74,475
-30% -$4.53M 0.01% 466
2025
Q1 		$15.6M Sell
249,162
-54,176
-18% -$3.56M 0.01% 435
2024
Q4 		$19.5M Sell
303,338
-942
-0.3% -$62.8K 0.02% 438
2024
Q3 		$18M Buy
304,280
+215
+0.1% +$12.6K 0.01% 461
2024
Q2 		$15.4M Sell
304,065
-6,316
-2% -$316K 0.01% 487
2024
Q1 		$16.1M Buy
310,381
+6,476
+2% +$358K 0.01% 491
2023
Q4 		$20M Buy
303,905
+1,917
+0.6% +$106K 0.02% 463
2023
Q3 		$14.8M Buy
+301,988
New +$16.1M 0.01% 470

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ClearBridge Investments's INDB Position: Q1 2026 in Review

ClearBridge Investments sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 101,746 shares — an estimated $7.44M sold.

ClearBridge Investments first reported a position in INDB in Q3 2023 and held it in 10 quarters. The position peaked at $20M in Q4 2023. 334 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • ClearBridge Investments reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
  • ClearBridge Investments sold 101,746 Independent Bank shares in Q1 2026, an estimated $7.44M.
  • ClearBridge Investments first reported a position in Independent Bank in Q3 2023 and held it in 10 quarters.
  • ClearBridge Investments's Independent Bank position peaked at $20M in Q4 2023.
  • 334 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.