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
Q1 		$263K Sell
3,495
-3,391
-49% -$266K ﹤0.01% 2393
2025
Q4 		$503K Buy
6,886
+3,443
+100% +$245K ﹤0.01% 2311
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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

Corient Private Wealth's INDB Position: Q1 2026 in Review

Corient Private Wealth reduced its Independent Bank (INDB) stake by 49% in Q1 2026, selling an estimated $266K and leaving 3,495 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Corient Private Wealth first reported a position in INDB in Q4 2023 and has held it in 8 quarters since. The position peaked at $503K in Q4 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Corient Private Wealth held 3,495 shares of Independent Bank worth $263K as of Q1 2026.
  • Corient Private Wealth sold 3,391 Independent Bank shares in Q1 2026, an estimated $266K.
  • Independent Bank made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2393 holding.
  • Corient Private Wealth first reported a position in Independent Bank in Q4 2023 and has held it in 8 quarters since.
  • Corient Private Wealth's Independent Bank position peaked at $503K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.