PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Independent Bank INDB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$3.01K	Buy	+36	New	+$2.86K	﹤0.01%	487

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s INDB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Independent Bank (INDB) in Q2 2026: 36 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

160 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 36 shares of Independent Bank worth $3.01K as of Q2 2026.
Independent Bank was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Independent Bank made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #487 holding.
160 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.