Covestor
INDB icon

Covestor’s Independent Bank INDB Stock Holding History

Covestor’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
Q3 		$14K Sell
186
-67
-26% -$5.59K 0.01% 1270
2026
Q2 		$21K Buy
253
+133
+111% +$10.6K 0.01% 1152
2026
Q1 		$9K Sell
120
-6
-5% -$470 0.01% 1481
2025
Q4 		$9K Sell
126
-142
-53% -$10.1K ﹤0.01% 1631
2025
Q3 		$19K Sell
268
-603
-69% -$41K 0.01% 1287
2025
Q2 		$55K Buy
871
+862
+9,578% +$52.4K 0.03% 853
2025
Q1 		$1K Sell
9
-154
-94% -$10.1K ﹤0.01% 2005
2024
Q4 		$10K Sell
163
-11
-6% -$733 0.01% 1538
2024
Q3 		$10K Buy
174
+16
+10% +$941 0.01% 1560
2024
Q2 		$8K Sell
158
-2
-1% -$100 0.01% 1668
2024
Q1 		$8K Sell
160
-1,493
-90% -$82.5K 0.01% 1704
2023
Q4 		$109K Sell
1,653
-945
-36% -$52.1K 0.07% 441
2023
Q3 		$128K Buy
2,598
+310
+14% +$16.5K 0.1% 288
2023
Q2 		$102K Buy
2,288
+1,121
+96% +$58.2K 0.08% 424
2023
Q1 		$77K Buy
1,167
+916
+365% +$70.1K 0.07% 524
2022
Q4 		$21K Buy
251
+240
+2,182% +$20.3K 0.02% 1019
2022
Q3 		$1K Buy
11
+4
+57% +$323 ﹤0.01% 1811
2022
Q2 		$1K Sell
7
-2
-22% -$159 ﹤0.01% 1745
2022
Q1 		$1K Sell
9
-9
-50% -$760 ﹤0.01% 1850
2021
Q4 		$2K Buy
+18
New +$1.5K ﹤0.01% 1551

Other funds holding INDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
NFJ Investment Group
NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Covestor's INDB Position: Q3 2026 in Review

Covestor reduced its Independent Bank (INDB) stake by 26% in Q3 2026, selling an estimated $5.59K and leaving 186 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1270.

Covestor first reported a position in INDB in Q4 2021 and has held it in 20 quarters since. The position peaked at $128K in Q3 2023. 199 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Covestor held 186 shares of Independent Bank worth $14K as of Q3 2026.
  • Covestor sold 67 Independent Bank shares in Q3 2026, an estimated $5.59K.
  • Independent Bank made up 0.01% of Covestor's portfolio in Q3 2026, its #1270 holding.
  • Covestor first reported a position in Independent Bank in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Independent Bank position peaked at $128K in Q3 2023.
  • 199 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.