Creative Planning’s Independent Bank INDB Stock Holding History

Creative Planning’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	$291K	Sell	3,870 -391	-9%	-$30.6K	﹤0.01%	3452
2025 Q4	$311K	Buy	4,261 +45	+1%	+$3.2K	﹤0.01%	3210
2025 Q3	$292K	Buy	+4,216	New	+$287K	﹤0.01%	3172
2020 Q2	–	Sell	-3,166	Closed	-$204K	–	2069
2020 Q1	$204K	Hold	3,166	–	–	﹤0.01%	1386
2019 Q4	$264K	Sell	3,166 -2,215	-41%	-$181K	﹤0.01%	1480
2019 Q3	$402K	Buy	5,381 +2,215	+70%	+$161K	﹤0.01%	1196
2019 Q2	$241K	Buy	+3,166	New	+$247K	﹤0.01%	1502
2017 Q3	–	Sell	-476	Closed	-$32K	–	2764
2017 Q2	$32K	Buy	476 +2	+0.4%	+$127	﹤0.01%	2848
2017 Q1	$31K	Hold	474	–	–	﹤0.01%	2815
2016 Q4	$33K	Hold	474	–	–	﹤0.01%	2720
2016 Q3	$26K	Sell	474 -40	-8%	-$2.04K	﹤0.01%	2866
2016 Q2	$23K	Hold	514	–	–	﹤0.01%	2695
2016 Q1	$24K	Buy	+514	New	+$22.9K	﹤0.01%	2626
2014 Q4	–	Sell	-36	Closed	-$1K	–	4247
2014 Q3	$1K	Buy	+36	New	+$1.33K	﹤0.01%	3825

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Planning's INDB Position: Q1 2026 in Review

Creative Planning reduced its Independent Bank (INDB) stake by 9.2% in Q1 2026, selling an estimated $30.6K and leaving 3,870 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Creative Planning first reported a position in INDB in Q3 2014 and has held it in 14 quarters since. The position peaked at $402K in Q3 2019. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Creative Planning held 3,870 shares of Independent Bank worth $291K as of Q1 2026.
Creative Planning sold 391 Independent Bank shares in Q1 2026, an estimated $30.6K.
Independent Bank made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3452 holding.
Creative Planning first reported a position in Independent Bank in Q3 2014 and has held it in 14 quarters since.
Creative Planning's Independent Bank position peaked at $402K in Q3 2019.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.