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INDB icon

Curio Wealth’s Independent Bank INDB Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$75 – 586
2026
Q1 		$75 Buy
+1
New +$78 ﹤0.01% 1037

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

Curio Wealth's INDB Position: Q2 2026 in Review

Curio Wealth sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 1 share — an estimated $75 sold.

Curio Wealth first reported a position in INDB in Q1 2026 and held it in 1 quarter. The position peaked at $75 in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Curio Wealth reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 Independent Bank share in Q2 2026, an estimated $75.
  • Curio Wealth first reported a position in Independent Bank in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's Independent Bank position peaked at $75 in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.