EWA
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EP Wealth Advisors’s Independent Bank INDB Stock Holding History

EP Wealth Advisors’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 		$511K Sell
6,105
-97
-2% -$7.7K ﹤0.01% 1022
2026
Q1 		$466K Sell
6,202
-261
-4% -$20.5K ﹤0.01% 921
2025
Q4 		$472K Buy
+6,463
New +$459K ﹤0.01% 906
2025
Q2 		$392K Buy
6,235
+22
+0.4% +$1.34K ﹤0.01% 890
2025
Q1 		$389K Buy
+6,213
New +$408K ﹤0.01% 797

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

EP Wealth Advisors's INDB Position: Q2 2026 in Review

EP Wealth Advisors reduced its Independent Bank (INDB) stake by 1.6% in Q2 2026, selling an estimated $7.7K and leaving 6,105 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

EP Wealth Advisors first reported a position in INDB in Q1 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • EP Wealth Advisors held 6,105 shares of Independent Bank worth $511K as of Q2 2026.
  • EP Wealth Advisors sold 97 Independent Bank shares in Q2 2026, an estimated $7.7K.
  • Independent Bank made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1022 holding.
  • EP Wealth Advisors first reported a position in Independent Bank in Q1 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.