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Cresset Asset Management’s Independent Bank INDB Stock Holding History

Cresset Asset Management’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 		$989K Sell
11,722
-212
-2% -$16.8K ﹤0.01% 918
2026
Q1 		$905K Sell
11,934
-251
-2% -$19.7K ﹤0.01% 822
2025
Q4 		$898K Buy
12,185
+463
+4% +$32.9K ﹤0.01% 824
2025
Q3 		$818K Hold
11,722
– – ﹤0.01% 822
2025
Q2 		$744K Sell
11,722
-20
-0.2% -$1.22K ﹤0.01% 778
2025
Q1 		$743K Buy
+11,742
New +$772K ﹤0.01% 894
2024
Q4 		– Sell
-4,340
Closed -$259K – 1977
2024
Q3 		$259K Buy
4,340
+124
+3% +$7.29K ﹤0.01% 1868
2024
Q2 		$214K Buy
4,216
+217
+5% +$10.9K ﹤0.01% 1870
2024
Q1 		$210K Sell
3,999
-107
-3% -$5.92K ﹤0.01% 1750
2023
Q4 		$272K Sell
4,106
-440
-10% -$24.3K ﹤0.01% 1534
2023
Q3 		$226K Buy
+4,546
New +$242K ﹤0.01% 1567

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 $3.38T AUM 44.17% 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 $2.61B AUM 14.26% 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

Cresset Asset Management's INDB Position: Q2 2026 in Review

Cresset Asset Management reduced its Independent Bank (INDB) stake by 1.8% in Q2 2026, selling an estimated $16.8K and leaving 11,722 shares worth $989K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Cresset Asset Management first reported a position in INDB in Q3 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Cresset Asset Management held 11,722 shares of Independent Bank worth $989K as of Q2 2026.
  • Cresset Asset Management sold 212 Independent Bank shares in Q2 2026, an estimated $16.8K.
  • Independent Bank made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #918 holding.
  • Cresset Asset Management first reported a position in Independent Bank in Q3 2023 and has held it in 11 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.