Henshaw Capital’s Independent Bank INDB Stock Holding History

Henshaw 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 Q4	–	Sell	-6,742	Closed	-$466K	–	206
2025 Q3	$466K	Sell	6,742 -1,006	-13%	-$68.4K	0.02%	192
2025 Q2	$487K	Hold	7,748	–	–	0.02%	235
2025 Q1	$485K	Hold	7,748	–	–	0.02%	232
2024 Q4	$497K	Hold	7,748	–	–	0.02%	222
2024 Q3	$458K	Hold	7,748	–	–	0.02%	233
2024 Q2	$393K	Buy	7,748 +161	+2%	+$8.05K	0.02%	207
2024 Q1	$395K	Buy	7,587 +2,189	+41%	+$121K	0.02%	208
2023 Q4	$355K	Hold	5,398	–	–	0.02%	217
2023 Q3	$265K	Buy	+5,398	New	+$287K	0.02%	239
2023 Q2	–	Sell	-3,430	Closed	-$225K	–	265
2023 Q1	$225K	Hold	3,430	–	–	0.01%	224
2022 Q4	$290K	Hold	3,430	–	–	0.02%	181
2022 Q3	$256K	Hold	3,430	–	–	0.02%	235
2022 Q2	$272K	Hold	3,430	–	–	0.02%	240
2022 Q1	$280K	Hold	3,430	–	–	0.02%	261
2021 Q4	$280K	Hold	3,430	–	–	0.02%	279
2021 Q3	$261K	Hold	3,430	–	–	0.02%	282
2021 Q2	$259K	Hold	3,430	–	–	0.02%	309
2021 Q1	$289K	Hold	3,430	–	–	0.02%	275
2020 Q4	$251K	Buy	+3,430	New	+$223K	0.02%	291
2020 Q3	–	Sell	-3,430	Closed	-$230K	–	325
2020 Q2	$230K	Hold	3,430	–	–	0.02%	266
2020 Q1	$221K	Buy	+3,430	New	+$245K	0.02%	239

Other funds holding INDB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Henshaw Capital's INDB Position: Q4 2025 in Review

Henshaw Capital sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 6,742 shares — an estimated $466K sold.

Henshaw Capital first reported a position in INDB in Q1 2020 and held it in 21 quarters. The position peaked at $497K in Q4 2024. 320 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

Henshaw Capital reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
Henshaw Capital sold 6,742 Independent Bank shares in Q4 2025, an estimated $466K.
Henshaw Capital first reported a position in Independent Bank in Q1 2020 and held it in 21 quarters.
Henshaw Capital's Independent Bank position peaked at $497K in Q4 2024.
320 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.