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Flagship Wealth Advisors’s Independent Bank INDB Stock Holding History

Flagship 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
Q1 		– Sell
-2,000
Closed -$146K – 378
2025
Q4 		$146K Hold
2,000
– – 0.04% 138
2025
Q3 		$138K Buy
+2,000
New +$136K 0.05% 143

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Flagship Wealth Advisors's INDB Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 2,000 shares — an estimated $146K sold.

Flagship Wealth Advisors first reported a position in INDB in Q3 2025 and held it in 2 quarters. The position peaked at $146K in Q4 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 2,000 Independent Bank shares in Q1 2026, an estimated $146K.
  • Flagship Wealth Advisors first reported a position in Independent Bank in Q3 2025 and held it in 2 quarters.
  • Flagship Wealth Advisors's Independent Bank position peaked at $146K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.