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Clearstead Trust’s Independent Bank INDB Stock Holding History

Clearstead Trust’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 		– Sell
-20
Closed -$1.38K – 1255
2025
Q3 		$1.38K Hold
20
– – ﹤0.01% 1118
2025
Q2 		$1.26K Buy
+20
New +$1.22K ﹤0.01% 1076

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Geode Capital Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clearstead Trust's INDB Position: Q4 2025 in Review

Clearstead Trust sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 20 shares — an estimated $1.38K sold.

Clearstead Trust first reported a position in INDB in Q2 2025 and held it in 2 quarters. The position peaked at $1.38K in Q3 2025. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

  • Clearstead Trust reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 20 Independent Bank shares in Q4 2025, an estimated $1.38K.
  • Clearstead Trust first reported a position in Independent Bank in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Independent Bank position peaked at $1.38K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.