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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

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

DiNuzzo Private Wealth's INDB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Independent Bank (INDB) position steady in Q2 2026 at 8 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

DiNuzzo Private Wealth first reported a position in INDB in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • DiNuzzo Private Wealth held 8 shares of Independent Bank worth $670 as of Q2 2026.
  • DiNuzzo Private Wealth left its Independent Bank share count unchanged in Q2 2026.
  • Independent Bank made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1021 holding.
  • DiNuzzo Private Wealth first reported a position in Independent Bank in Q4 2023 and has held it in 11 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.