DiNuzzo Private Wealth’s Independent Bank INDB Stock Holding History

DiNuzzo Private 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	$670	Hold	8	–	–	﹤0.01%	1021
2026 Q1	$602	Buy	8 +1	+14%	+$78	﹤0.01%	1031
2025 Q4	$512	Hold	7	–	–	﹤0.01%	1078
2025 Q3	$501	Hold	7	–	–	﹤0.01%	1089
2025 Q2	$441	Hold	7	–	–	﹤0.01%	1104
2025 Q1	$439	Hold	7	–	–	﹤0.01%	1092
2024 Q4	$450	Hold	7	–	–	﹤0.01%	1113
2024 Q3	$414	Hold	7	–	–	﹤0.01%	1159
2024 Q2	$356	Buy	7 +2	+40%	+$100	﹤0.01%	1145
2024 Q1	$261	Sell	5 -2	-29%	-$111	﹤0.01%	1158
2023 Q4	$461	Buy	+7	New	+$386	﹤0.01%	1005

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return