Focus Partners Wealth
INDB icon

Focus Partners Wealth’s Independent Bank INDB Stock Holding History

Focus Partners Wealth’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 		$926K Sell
11,051
-6,706
-38% -$532K ﹤0.01% 1673
2026
Q1 		$1.34M Sell
17,757
-624
-3% -$48.9K ﹤0.01% 1484
2025
Q4 		$1.34M Buy
18,381
+805
+5% +$57.2K ﹤0.01% 1501
2025
Q3 		$1.22M Buy
17,576
+7,062
+67% +$480K ﹤0.01% 1210
2025
Q2 		$661K Buy
10,514
+769
+8% +$46.7K ﹤0.01% 1306
2025
Q1 		$611K Sell
9,745
-1,923
-16% -$126K ﹤0.01% 1257
2024
Q4 		$749K Buy
11,668
+4,397
+60% +$293K ﹤0.01% 1161
2024
Q3 		$430K Sell
7,271
-15,321
-68% -$901K ﹤0.01% 1199
2024
Q2 		$1.19M Buy
22,592
+13,171
+140% +$659K ﹤0.01% 768
2024
Q1 		$490K Buy
9,421
+4,284
+83% +$237K ﹤0.01% 726
2023
Q4 		$338K Buy
+5,137
New +$283K ﹤0.01% 645

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

Focus Partners Wealth's INDB Position: Q2 2026 in Review

Focus Partners Wealth reduced its Independent Bank (INDB) stake by 38% in Q2 2026, selling an estimated $532K and leaving 11,051 shares worth $926K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Focus Partners Wealth first reported a position in INDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Focus Partners Wealth held 11,051 shares of Independent Bank worth $926K as of Q2 2026.
  • Focus Partners Wealth sold 6,706 Independent Bank shares in Q2 2026, an estimated $532K.
  • Independent Bank made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1673 holding.
  • Focus Partners Wealth first reported a position in Independent Bank in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Independent Bank position peaked at $1.34M in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.