Harbor Asset Planning
INDB icon

Harbor Asset Planning’s Independent Bank INDB Stock Holding History

Harbor Asset Planning’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
Q3 		$12.5K Hold
161
– – 0.01% 343
2026
Q2 		$13.5K Hold
161
– – 0.01% 334
2026
Q1 		$12.1K Hold
161
– – 0.01% 329
2025
Q4 		$11.8K Hold
161
– – 0.01% 331
2025
Q3 		$11.1K Hold
161
– – 0.01% 316
2025
Q2 		$10.1K Buy
+161
New +$9.8K 0.01% 317

Other funds holding INDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NFJ Investment Group
NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Harbor Asset Planning's INDB Position: Q3 2026 in Review

Harbor Asset Planning held its Independent Bank (INDB) position steady in Q3 2026 at 161 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #343.

Harbor Asset Planning first reported a position in INDB in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.5K in Q2 2026. 169 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Harbor Asset Planning held 161 shares of Independent Bank worth $12.5K as of Q3 2026.
  • Harbor Asset Planning left its Independent Bank share count unchanged in Q3 2026.
  • Independent Bank made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #343 holding.
  • Harbor Asset Planning first reported a position in Independent Bank in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Independent Bank position peaked at $13.5K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.