Envestnet Asset Management
INDB icon

Envestnet Asset Management’s Independent Bank INDB Stock Holding History

Envestnet Asset Management’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 		$3.17M Buy
37,916
+51
+0.1% +$4.05K ﹤0.01% 2802
2026
Q1 		$2.85M Buy
37,865
+584
+2% +$45.8K ﹤0.01% 2751
2025
Q4 		$2.72M Sell
37,281
-3,669
-9% -$261K ﹤0.01% 2606
2025
Q3 		$2.83M Buy
40,950
+9,966
+32% +$677K ﹤0.01% 2653
2025
Q2 		$1.95M Buy
30,984
+8,681
+39% +$528K ﹤0.01% 2842
2025
Q1 		$1.4M Buy
22,303
+941
+4% +$61.8K ﹤0.01% 2976
2024
Q4 		$1.37M Buy
21,362
+2,578
+14% +$172K ﹤0.01% 2947
2024
Q3 		$1.11M Buy
18,784
+3,157
+20% +$186K ﹤0.01% 3067
2024
Q2 		$793K Buy
15,627
+686
+5% +$34.3K ﹤0.01% 3179
2024
Q1 		$777K Buy
14,941
+3,070
+26% +$170K ﹤0.01% 3183
2023
Q4 		$781K Sell
11,871
-3,770
-24% -$208K ﹤0.01% 3080
2023
Q3 		$768K Buy
15,641
+6,352
+68% +$338K ﹤0.01% 3006
2023
Q2 		$413K Buy
9,289
+509
+6% +$26.4K ﹤0.01% 3311
2023
Q1 		$576K Sell
8,780
-650
-7% -$49.7K ﹤0.01% 3046
2022
Q4 		$796K Sell
9,430
-1,176
-11% -$99.7K ﹤0.01% 2805
2022
Q3 		$790K Sell
10,606
-2,256
-18% -$182K ﹤0.01% 2747
2022
Q2 		$1.02M Buy
12,862
+1,510
+13% +$120K ﹤0.01% 2572
2022
Q1 		$927K Buy
11,352
+1,017
+10% +$85.9K ﹤0.01% 2724
2021
Q4 		$843K Buy
10,335
+1,784
+21% +$148K ﹤0.01% 2736
2021
Q3 		$651K Buy
8,551
+485
+6% +$35.5K ﹤0.01% 2809
2021
Q2 		$609K Buy
8,066
+1,175
+17% +$94.5K ﹤0.01% 2850
2021
Q1 		$580K Buy
+6,891
New +$576K ﹤0.01% 2755
2020
Q3 		– Sell
-7,678
Closed -$515K – 3136
2020
Q2 		$515K Sell
7,678
-1,698
-18% -$114K ﹤0.01% 2406
2020
Q1 		$604K Sell
9,376
-1,522
-14% -$109K ﹤0.01% 2107
2019
Q4 		$907K Sell
10,898
-746
-6% -$61K ﹤0.01% 2088
2019
Q3 		$869K Buy
11,644
+663
+6% +$48.1K ﹤0.01% 2040
2019
Q2 		$836K Buy
10,981
+587
+6% +$45.7K ﹤0.01% 2072
2019
Q1 		$842K Buy
+10,394
New +$824K ﹤0.01% 2004

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management's INDB Position: Q2 2026 in Review

Envestnet Asset Management increased its Independent Bank (INDB) stake by 0.13% in Q2 2026, buying an estimated $4.05K and bringing the position to 37,916 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Envestnet Asset Management first reported a position in INDB in Q1 2019 and has held it in 28 quarters since. 162 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Envestnet Asset Management held 37,916 shares of Independent Bank worth $3.17M as of Q2 2026.
  • Envestnet Asset Management bought 51 Independent Bank shares in Q2 2026, an estimated $4.05K.
  • Independent Bank made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2802 holding.
  • Envestnet Asset Management first reported a position in Independent Bank in Q1 2019 and has held it in 28 quarters since.
  • 162 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.