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INDB icon

Crestwood Advisors Group’s Independent Bank INDB Stock Holding History

Crestwood Advisors Group’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 		$6.74M Sell
80,524
-84
-0.1% -$6.66K 0.1% 135
2026
Q1 		$6.06M Sell
80,608
-14,794
-16% -$1.16M 0.1% 132
2025
Q4 		$6.97M Sell
95,402
-1,569
-2% -$111K 0.12% 121
2025
Q3 		$6.71M Buy
96,971
+678
+0.7% +$46.1K 0.11% 121
2025
Q2 		$6.06M Sell
96,293
-212
-0.2% -$12.9K 0.11% 123
2025
Q1 		$6.05M Sell
96,505
-72
-0.1% -$4.73K 0.11% 120
2024
Q4 		$6.2M Sell
96,577
-3,425
-3% -$228K 0.12% 118
2024
Q3 		$5.91M Buy
100,002
+46
+0% +$2.7K 0.11% 117
2024
Q2 		$5.07M Sell
99,956
-25
-0% -$1.25K 0.1% 118
2024
Q1 		$5.2M Hold
99,981
– – 0.11% 118
2023
Q4 		$6.58M Buy
99,981
+5,000
+5% +$276K 0.15% 104
2023
Q3 		$4.66M Buy
+94,981
New +$5.05M 0.12% 117

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 $3.37T AUM 44.26% 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 $2.55B AUM 17.04% 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

Crestwood Advisors Group's INDB Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Independent Bank (INDB) stake by 0.1% in Q2 2026, selling an estimated $6.66K and leaving 80,524 shares worth $6.74M. The position accounts for 0.1% of the portfolio, ranked #135.

Crestwood Advisors Group first reported a position in INDB in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.97M in Q4 2025. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Crestwood Advisors Group held 80,524 shares of Independent Bank worth $6.74M as of Q2 2026.
  • Crestwood Advisors Group sold 84 Independent Bank shares in Q2 2026, an estimated $6.66K.
  • Independent Bank made up 0.1% of Crestwood Advisors Group's portfolio in Q2 2026, its #135 holding.
  • Crestwood Advisors Group first reported a position in Independent Bank in Q3 2023 and has held it in 12 quarters since.
  • Crestwood Advisors Group's Independent Bank position peaked at $6.97M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.