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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
Q2 		$167K Buy
+2,000
New +$159K 0.04% 167
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 $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

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

Flagship Wealth Advisors opened a new position in Independent Bank (INDB) in Q2 2026: 2,000 shares worth $167K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in INDB as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in INDB in Q3 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Flagship Wealth Advisors held 2,000 shares of Independent Bank worth $167K as of Q2 2026.
  • Independent Bank was a new Flagship Wealth Advisors position in Q2 2026.
  • Independent Bank made up 0.04% of Flagship Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • Flagship Wealth Advisors first reported a position in Independent Bank in Q3 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.