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Clearstead Advisors’s Independent Bank INDB Stock Holding History

Clearstead Advisors’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 		$2.35K Buy
+28
New +$2.22K ﹤0.01% 2425
2025
Q4 		– Sell
-260
Closed -$18K – 2999
2025
Q3 		$18K Sell
260
-10
-4% -$680 ﹤0.01% 1696
2025
Q2 		$17K Buy
+270
New +$16.4K ﹤0.01% 1689

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clearstead Advisors's INDB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Independent Bank (INDB) in Q2 2026: 28 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in INDB as recently as Q3 2025.

Clearstead Advisors first reported a position in INDB in Q2 2025 and has held it in 3 quarters since. The position peaked at $18K in Q3 2025. 160 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Clearstead Advisors held 28 shares of Independent Bank worth $2.35K as of Q2 2026.
  • Independent Bank was a new Clearstead Advisors position in Q2 2026.
  • Independent Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2425 holding.
  • Clearstead Advisors first reported a position in Independent Bank in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Independent Bank position peaked at $18K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.