EWA
INDB icon

EverSource Wealth Advisors’s Independent Bank INDB Stock Holding History

EverSource 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 		$54.4K Sell
650
-248
-28% -$19.7K ﹤0.01% 1729
2026
Q1 		$67.5K Buy
898
+193
+27% +$15.1K ﹤0.01% 1676
2025
Q4 		$51.5K Buy
705
+146
+26% +$10.4K ﹤0.01% 1729
2025
Q3 		$38.7K Buy
559
+9
+2% +$612 ﹤0.01% 1900
2025
Q2 		$34.6K Buy
550
+385
+233% +$23.4K ﹤0.01% 1873
2025
Q1 		$10.3K Buy
165
+40
+32% +$2.63K ﹤0.01% 2093
2024
Q4 		$8.02K Buy
125
+36
+40% +$2.4K ﹤0.01% 2112
2024
Q3 		$5.26K Buy
89
+9
+11% +$529 ﹤0.01% 2207
2024
Q2 		$5.13K Sell
80
-167
-68% -$8.35K ﹤0.01% 2217
2024
Q1 		$12.4K Buy
247
+105
+74% +$5.8K ﹤0.01% 1584
2023
Q4 		$9.35K Buy
142
+44
+45% +$2.43K ﹤0.01% 1578
2023
Q3 		$4.81K Buy
98
+52
+113% +$2.77K ﹤0.01% 1721
2023
Q2 		$2.05K Sell
46
-246
-84% -$12.8K ﹤0.01% 2021
2023
Q1 		$19.2K Buy
292
+96
+49% +$7.34K ﹤0.01% 1097
2022
Q4 		$16.5K Hold
196
– – ﹤0.01% 1122
2022
Q3 		$15K Hold
196
– – ﹤0.01% 999
2022
Q2 		$16K Hold
196
– – ﹤0.01% 891
2022
Q1 		$16K Hold
196
– – ﹤0.01% 793
2021
Q4 		$16K Buy
+196
New +$16.3K ﹤0.01% 770

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 $3.38T AUM 44.17% 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 $2.61B AUM 14.26% 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

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

EverSource Wealth Advisors reduced its Independent Bank (INDB) stake by 28% in Q2 2026, selling an estimated $19.7K and leaving 650 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

EverSource Wealth Advisors first reported a position in INDB in Q4 2021 and has held it in 19 quarters since. The position peaked at $67.5K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • EverSource Wealth Advisors held 650 shares of Independent Bank worth $54.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 248 Independent Bank shares in Q2 2026, an estimated $19.7K.
  • Independent Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1729 holding.
  • EverSource Wealth Advisors first reported a position in Independent Bank in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Independent Bank position peaked at $67.5K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.