Hennessy Advisors Inc’s Independent Bank INDB Stock Holding History

Hennessy 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	$2.85M	Hold	34,000	–	–	0.09%	205
2026 Q1	$2.56M	Sell	34,000 -13,000	-28%	-$1.02M	0.09%	199
2025 Q4	$3.43M	Buy	47,000 +2,000	+4%	+$142K	0.12%	182
2025 Q3	$3.11M	Buy	45,000 +5,000	+13%	+$340K	0.11%	187
2025 Q2	$2.52M	Sell	40,000 -15,000	-27%	-$912K	0.08%	206
2025 Q1	$3.45M	Sell	55,000 -3,000	-5%	-$197K	0.11%	171
2024 Q4	$3.72M	Sell	58,000 -2,000	-3%	-$133K	0.11%	172
2024 Q3	$3.55M	Buy	60,000 +25,000	+71%	+$1.47M	0.11%	186
2024 Q2	$1.78M	Buy	35,000 +6,000	+21%	+$300K	0.07%	237
2024 Q1	$1.51M	Hold	29,000	–	–	0.06%	240
2023 Q4	$1.91M	Hold	29,000	–	–	0.1%	235
2023 Q3	$1.42M	Sell	29,000 -26,000	-47%	-$1.38M	0.1%	188
2023 Q2	$2.45M	Buy	55,000 +16,460	+43%	+$854K	0.18%	165
2023 Q1	$2.53M	Sell	38,540 -16,460	-30%	-$1.26M	0.19%	160
2022 Q4	$4.64M	Sell	55,000 -14,000	-20%	-$1.19M	0.31%	112
2022 Q3	$5.14M	Sell	69,000 -6,000	-8%	-$485K	0.36%	92
2022 Q2	$5.96M	Sell	75,000 -15,500	-17%	-$1.23M	0.36%	90
2022 Q1	$7.39M	Sell	90,500 -1,500	-2%	-$127K	0.39%	80
2021 Q4	$7.5M	Buy	92,000 +34,500	+60%	+$2.87M	0.43%	77
2021 Q3	$4.38M	Hold	57,500	–	–	0.26%	141
2021 Q2	$4.34M	Sell	57,500 -5,000	-8%	-$402K	0.24%	147
2021 Q1	$5.26M	Buy	62,500 +12,500	+25%	+$1.04M	0.31%	94
2020 Q4	$3.65M	Buy	50,000 +7,500	+18%	+$487K	0.23%	127
2020 Q3	$2.23M	Buy	42,500 +2,500	+6%	+$155K	0.15%	173
2020 Q2	$2.68M	Buy	40,000 +10,000	+33%	+$672K	0.19%	134
2020 Q1	$1.93M	Sell	30,000 -40,000	-57%	-$2.86M	0.15%	158
2019 Q4	$5.83M	Sell	70,000 -5,000	-7%	-$409K	0.3%	88
2019 Q3	$5.6M	Buy	75,000 +5,000	+7%	+$363K	0.28%	92
2019 Q2	$5.33M	Hold	70,000	–	–	0.26%	104
2019 Q1	$5.67M	Hold	70,000	–	–	0.26%	95
2018 Q4	$4.92M	Hold	70,000	–	–	0.24%	106
2018 Q3	$5.78M	Buy	70,000 +20,000	+40%	+$1.74M	0.21%	115
2018 Q2	$3.92M	Sell	50,000 -5,000	-9%	-$382K	0.13%	165
2018 Q1	$3.94M	Sell	55,000 -7,500	-12%	-$539K	0.13%	169
2017 Q4	$4.37M	Sell	62,500 -27,500	-31%	-$1.97M	0.13%	165
2017 Q3	$6.72M	Sell	90,000 -30,000	-25%	-$2.09M	0.21%	99
2017 Q2	$8M	Buy	120,000 +5,000	+4%	+$319K	0.25%	82
2017 Q1	$7.47M	Sell	115,000 -7,500	-6%	-$484K	0.22%	94
2016 Q4	$8.63M	Sell	122,500 -42,500	-26%	-$2.61M	0.26%	83
2016 Q3	$8.93M	Sell	165,000 -35,000	-18%	-$1.78M	0.25%	95
2016 Q2	$9.14M	Sell	200,000 -10,000	-5%	-$467K	0.28%	79
2016 Q1	$9.65M	Sell	210,000 -13,000	-6%	-$580K	0.29%	75
2015 Q4	$10.4M	Buy	223,000 +33,000	+17%	+$1.59M	0.32%	69
2015 Q3	$8.76M	Buy	190,000 +65,000	+52%	+$3.04M	0.26%	88
2015 Q2	$5.86M	Sell	125,000 -13,000	-9%	-$579K	0.18%	115
2015 Q1	$6.05M	Sell	138,000 -12,000	-8%	-$494K	0.17%	119
2014 Q4	$6.42M	Buy	150,000 +45,000	+43%	+$1.78M	0.18%	123
2014 Q3	$3.75M	Buy	105,000 +30,000	+40%	+$1.11M	0.11%	185
2014 Q2	$2.88M	Buy	75,000 +40,000	+114%	+$1.5M	0.09%	232
2014 Q1	$1.38M	Hold	35,000	–	–	0.05%	278
2013 Q4	$1.37M	Hold	35,000	–	–	0.06%	292
2013 Q3	$1.25M	Sell	35,000 -5,000	-13%	-$182K	0.06%	299
2013 Q2	$1.38M	Buy	+40,000	New	+$1.29M	0.07%	278

Other funds holding INDB

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

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

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hennessy Advisors Inc's INDB Position: Q2 2026 in Review

Hennessy Advisors Inc held its Independent Bank (INDB) position steady in Q2 2026 at 34,000 shares worth $2.85M. The position accounts for 0.09% of the portfolio, ranked #205.

Hennessy Advisors Inc first reported a position in INDB in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.4M in Q4 2015. 39 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Hennessy Advisors Inc held 34,000 shares of Independent Bank worth $2.85M as of Q2 2026.
Hennessy Advisors Inc left its Independent Bank share count unchanged in Q2 2026.
Independent Bank made up 0.09% of Hennessy Advisors Inc's portfolio in Q2 2026, its #205 holding.
Hennessy Advisors Inc first reported a position in Independent Bank in Q2 2013 and has held it in 53 quarters since.
Hennessy Advisors Inc's Independent Bank position peaked at $10.4M in Q4 2015.
39 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.