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Dean Investment Associates’s Independent Bank INDB Stock Holding History

Dean Investment Associates’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 		$1.44M Sell
17,152
-9,475
-36% -$752K 0.19% 151
2026
Q1 		$2M Sell
26,627
-7,067
-21% -$554K 0.28% 138
2025
Q4 		$2.46M Sell
33,694
-32,537
-49% -$2.31M 0.35% 131
2025
Q3 		$4.58M Buy
66,231
+9,552
+17% +$649K 0.64% 53
2025
Q2 		$3.56M Sell
56,679
-3,562
-6% -$217K 0.52% 83
2025
Q1 		$3.77M Buy
60,241
+12,391
+26% +$814K 0.56% 65
2024
Q4 		$3.07M Sell
47,850
-1,345
-3% -$89.7K 0.44% 98
2024
Q3 		$2.91M Buy
49,195
+16,993
+53% +$999K 0.39% 127
2024
Q2 		$1.63M Sell
32,202
-5,589
-15% -$280K 0.23% 167
2024
Q1 		$1.97M Sell
37,791
-19,259
-34% -$1.06M 0.27% 154
2023
Q4 		$3.75M Buy
57,050
+2,421
+4% +$134K 0.54% 80
2023
Q3 		$2.68M Buy
+54,629
New +$2.91M 0.44% 91

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

Dean Investment Associates's INDB Position: Q2 2026 in Review

Dean Investment Associates reduced its Independent Bank (INDB) stake by 36% in Q2 2026, selling an estimated $752K and leaving 17,152 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #151.

Dean Investment Associates first reported a position in INDB in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.58M in Q3 2025. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Dean Investment Associates held 17,152 shares of Independent Bank worth $1.44M as of Q2 2026.
  • Dean Investment Associates sold 9,475 Independent Bank shares in Q2 2026, an estimated $752K.
  • Independent Bank made up 0.19% of Dean Investment Associates's portfolio in Q2 2026, its #151 holding.
  • Dean Investment Associates first reported a position in Independent Bank in Q3 2023 and has held it in 12 quarters since.
  • Dean Investment Associates's Independent Bank position peaked at $4.58M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.