Corient Private Wealth
INDB icon

Corient Private Wealth’s Independent Bank INDB Stock Holding History

Corient Private Wealth’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 		$292K Sell
3,491
-4
-0.1% -$317 ﹤0.01% 2580
2026
Q1 		$263K Buy
3,495
+52
+2% +$4.08K ﹤0.01% 2393
2025
Q4 		$252K Hold
3,443
– – ﹤0.01% 2290
2025
Q3 		$238K Buy
3,443
+186
+6% +$12.6K ﹤0.01% 2266
2025
Q2 		$205K Sell
3,257
-33
-1% -$2.01K ﹤0.01% 2225
2025
Q1 		$206K Sell
3,290
-42
-1% -$2.76K ﹤0.01% 2061
2024
Q4 		$214K Sell
3,332
-85
-2% -$5.67K ﹤0.01% 2079
2024
Q3 		$202K Buy
+3,417
New +$201K ﹤0.01% 2222
2024
Q1 		– Sell
-3,625
Closed -$239K – 2319
2023
Q4 		$239K Buy
+3,625
New +$200K ﹤0.01% 1983

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Corient Private Wealth's INDB Position: Q2 2026 in Review

Corient Private Wealth reduced its Independent Bank (INDB) stake by 0.11% in Q2 2026, selling an estimated $317 and leaving 3,491 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Corient Private Wealth first reported a position in INDB in Q4 2023 and has held it in 9 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Corient Private Wealth held 3,491 shares of Independent Bank worth $292K as of Q2 2026.
  • Corient Private Wealth sold 4 Independent Bank shares in Q2 2026, an estimated $317.
  • Independent Bank made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2580 holding.
  • Corient Private Wealth first reported a position in Independent Bank in Q4 2023 and has held it in 9 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.