GC
INDB icon

Guggenheim Capital’s Independent Bank INDB Stock Holding History

Guggenheim Capital’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
2025
Q3 		– Sell
-3,624
Closed -$228K – 1621
2025
Q2 		$228K Buy
3,624
+391
+12% +$23.8K ﹤0.01% 1472
2025
Q1 		$203K Buy
+3,233
New +$212K ﹤0.01% 1533
2024
Q2 		– Sell
-3,876
Closed -$202K – 1905
2024
Q1 		$202K Buy
+3,876
New +$214K ﹤0.01% 1795
2023
Q4 		– Sell
-10,008
Closed -$491K – 1910
2023
Q3 		$491K Buy
+10,008
New +$532K ﹤0.01% 1433
2022
Q2 		– Sell
-2,965
Closed -$242K – 2096
2022
Q1 		$242K Buy
2,965
+325
+12% +$27.4K ﹤0.01% 1969
2021
Q4 		$215K Buy
+2,640
New +$219K ﹤0.01% 2009
2019
Q3 		– Sell
-2,934
Closed -$223K – 2109
2019
Q2 		$223K Buy
2,934
+105
+4% +$8.18K ﹤0.01% 1989
2019
Q1 		$229K Sell
2,829
-203
-7% -$16.1K ﹤0.01% 2015
2018
Q4 		$213K Buy
+3,032
New +$235K ﹤0.01% 2036
2017
Q4 		– Sell
-4,193
Closed -$312K – 2761
2017
Q3 		$312K Sell
4,193
-856
-17% -$59.6K ﹤0.01% 2539
2017
Q2 		$336K Sell
5,049
-1,764
-26% -$112K ﹤0.01% 2522
2017
Q1 		$445K Sell
6,813
-552
-7% -$35.6K ﹤0.01% 2416
2016
Q4 		$519K Buy
+7,365
New +$452K ﹤0.01% 2410
2014
Q1 		– Sell
-1,994
Closed -$78K – 3317
2013
Q4 		$78K Buy
+1,994
New +$73.2K ﹤0.01% 3015

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Guggenheim Capital's INDB Position: Q3 2025 in Review

Guggenheim Capital sold out of Independent Bank (INDB) in Q3 2025, closing a stake of 3,624 shares — an estimated $228K sold.

Guggenheim Capital first reported a position in INDB in Q4 2013 and held it in 14 quarters. The position peaked at $519K in Q4 2016. 307 funds tracked by Wall St. Rank hold INDB as of Q3 2025.

  • Guggenheim Capital reported no remaining Independent Bank position as of Q3 2025 after selling out during the quarter.
  • Guggenheim Capital sold 3,624 Independent Bank shares in Q3 2025, an estimated $228K.
  • Guggenheim Capital first reported a position in Independent Bank in Q4 2013 and held it in 14 quarters.
  • Guggenheim Capital's Independent Bank position peaked at $519K in Q4 2016.
  • 307 funds tracked by Wall St. Rank held Independent Bank as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.