Eukles Asset Management’s Independent Bank INDB Stock Holding History

Eukles 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
2025 Q1	–	Sell	-597	Closed	-$38.3K	–	225
2024 Q4	$38.3K	Hold	597	–	–	0.02%	116
2024 Q3	$35.3K	Hold	597	–	–	0.01%	115
2024 Q2	$30.3K	Sell	597 -158	-21%	-$7.9K	0.01%	120
2024 Q1	$39.3K	Sell	755 -3,404	-82%	-$188K	0.02%	114
2023 Q4	$274K	Hold	4,159	–	–	0.13%	95
2023 Q3	$204K	Hold	4,159	–	–	0.11%	98
2023 Q2	$185K	Hold	4,159	–	–	0.09%	95
2023 Q1	$273K	Sell	4,159 -52	-1%	-$3.98K	0.15%	91
2022 Q4	$356K	Hold	4,211	–	–	0.21%	82
2022 Q3	$314K	Sell	4,211 -477	-10%	-$38.6K	0.21%	79
2022 Q2	$372K	Hold	4,688	–	–	0.24%	79
2022 Q1	$383K	Sell	4,688 -268	-5%	-$22.6K	0.21%	82
2021 Q4	$404K	Buy	+4,956	New	+$412K	0.2%	83

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

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

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

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

DRZID

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Eukles Asset Management's INDB Position: Q1 2025 in Review

Eukles Asset Management sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 597 shares — an estimated $38.3K sold.

Eukles Asset Management first reported a position in INDB in Q4 2021 and held it in 13 quarters. The position peaked at $404K in Q4 2021. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

Eukles Asset Management reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
Eukles Asset Management sold 597 Independent Bank shares in Q1 2025, an estimated $38.3K.
Eukles Asset Management first reported a position in Independent Bank in Q4 2021 and held it in 13 quarters.
Eukles Asset Management's Independent Bank position peaked at $404K in Q4 2021.
288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Eukles Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.