CA
INDB icon

Continuum Advisory’s Independent Bank INDB Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-10
Closed -$642 – 1805
2024
Q4 		$642 Hold
10
– – ﹤0.01% 1699
2024
Q3 		$719 Hold
10
– – ﹤0.01% 1706
2024
Q2 		$507 Hold
10
– – ﹤0.01% 1596
2024
Q1 		$519 Buy
+10
New +$553 ﹤0.01% 1599

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Continuum Advisory's INDB Position: Q1 2025 in Review

Continuum Advisory sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 10 shares — an estimated $642 sold.

Continuum Advisory first reported a position in INDB in Q1 2024 and held it in 4 quarters. The position peaked at $719 in Q3 2024. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

  • Continuum Advisory reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 10 Independent Bank shares in Q1 2025, an estimated $642.
  • Continuum Advisory first reported a position in Independent Bank in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Independent Bank position peaked at $719 in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.