Edgestream Partners’s Independent Bank INDB Stock Holding History

Edgestream Partners’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
2025 Q4	–	Sell	-10,668	Closed	-$738K	–	1042
2025 Q3	$738K	Sell	10,668 -4,377	-29%	-$298K	0.02%	680
2025 Q2	$946K	Buy	+15,045	New	+$915K	0.03%	653
2024 Q4	–	Sell	-32,161	Closed	-$1.9M	–	962
2024 Q3	$1.9M	Sell	32,161 -61,734	-66%	-$3.63M	0.08%	420
2024 Q2	$4.76M	Buy	93,895 +41,111	+78%	+$2.06M	0.23%	134
2024 Q1	$2.75M	Buy	52,784 +43,391	+462%	+$2.4M	0.14%	253
2023 Q4	$618K	Sell	9,393 -33,174	-78%	-$1.83M	0.04%	559
2023 Q3	$2.09M	Sell	42,567 -4,567	-10%	-$243K	0.17%	181
2023 Q2	$2.1M	Buy	+47,134	New	+$2.45M	0.19%	173

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edgestream Partners's INDB Position: Q4 2025 in Review

Edgestream Partners sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 10,668 shares — an estimated $738K sold.

Edgestream Partners first reported a position in INDB in Q2 2023 and held it in 8 quarters. The position peaked at $4.76M in Q2 2024. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

Edgestream Partners reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 10,668 Independent Bank shares in Q4 2025, an estimated $738K.
Edgestream Partners first reported a position in Independent Bank in Q2 2023 and held it in 8 quarters.
Edgestream Partners's Independent Bank position peaked at $4.76M in Q2 2024.
319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.