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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
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 $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

Cresset Asset Management's INDB Position: Q1 2026 in Review

Cresset Asset Management reduced its Independent Bank (INDB) stake by 2.1% in Q1 2026, selling an estimated $19.7K and leaving 11,934 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Cresset Asset Management first reported a position in INDB in Q3 2023 and has held it in 10 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Cresset Asset Management held 11,934 shares of Independent Bank worth $905K as of Q1 2026.
  • Cresset Asset Management sold 251 Independent Bank shares in Q1 2026, an estimated $19.7K.
  • Independent Bank made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #822 holding.
  • Cresset Asset Management first reported a position in Independent Bank in Q3 2023 and has held it in 10 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.