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 Q2	$352K	Buy	4,204 +334	+9%	+$26.5K	﹤0.01%	3452
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Creative Planning's INDB Position: Q2 2026 in Review

Creative Planning increased its Independent Bank (INDB) stake by 8.6% in Q2 2026, buying an estimated $26.5K and bringing the position to 4,204 shares worth $352K. 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 15 quarters since. The position peaked at $402K in Q3 2019. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Creative Planning held 4,204 shares of Independent Bank worth $352K as of Q2 2026.
Creative Planning bought 334 Independent Bank shares in Q2 2026, an estimated $26.5K.
Independent Bank made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3452 holding.
Creative Planning first reported a position in Independent Bank in Q3 2014 and has held it in 15 quarters since.
Creative Planning's Independent Bank position peaked at $402K in Q3 2019.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.