DiNuzzo Private Wealth
INDB icon

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
Q3 		$622 Hold
8
– – ﹤0.01% 1031
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
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DiNuzzo Private Wealth's INDB Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Independent Bank (INDB) position steady in Q3 2026 at 8 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

DiNuzzo Private Wealth first reported a position in INDB in Q4 2023 and has held it in 12 quarters since. The position peaked at $670 in Q2 2026. 89 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • DiNuzzo Private Wealth held 8 shares of Independent Bank worth $622 as of Q3 2026.
  • DiNuzzo Private Wealth left its Independent Bank share count unchanged in Q3 2026.
  • Independent Bank made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1031 holding.
  • DiNuzzo Private Wealth first reported a position in Independent Bank in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Independent Bank position peaked at $670 in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.