EP
INDB icon

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
2026
Q2 		$7.26M Buy
+86,698
New +$6.88M 0.22% 141
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
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

Edgestream Partners's INDB Position: Q2 2026 in Review

Edgestream Partners opened a new position in Independent Bank (INDB) in Q2 2026: 86,698 shares worth $7.26M. The stake represents 0.22% of the portfolio and ranks #141 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in INDB as recently as Q3 2025.

Edgestream Partners first reported a position in INDB in Q2 2023 and has held it in 9 quarters since. 352 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Edgestream Partners held 86,698 shares of Independent Bank worth $7.26M as of Q2 2026.
  • Independent Bank was a new Edgestream Partners position in Q2 2026.
  • Independent Bank made up 0.22% of Edgestream Partners's portfolio in Q2 2026, its #141 holding.
  • Edgestream Partners first reported a position in Independent Bank in Q2 2023 and has held it in 9 quarters since.
  • 352 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.