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High Note Wealth’s Independent Bank INDB Stock Holding History

High Note 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
Q1 		$5.42K Hold
72
– – ﹤0.01% 516
2025
Q4 		$5.26K Buy
72
+8
+13% +$568 ﹤0.01% 485
2025
Q3 		$4.43K Buy
64
+4
+7% +$272 ﹤0.01% 529
2025
Q2 		$3.77K Sell
60
-5
-8% -$304 ﹤0.01% 553
2025
Q1 		$4.07K Sell
65
-6
-8% -$394 ﹤0.01% 503
2024
Q4 		$4.56K Buy
+71
New +$4.73K ﹤0.01% 477

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

High Note Wealth's INDB Position: Q1 2026 in Review

High Note Wealth held its Independent Bank (INDB) position steady in Q1 2026 at 72 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

High Note Wealth first reported a position in INDB in Q4 2024 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • High Note Wealth held 72 shares of Independent Bank worth $5.42K as of Q1 2026.
  • High Note Wealth left its Independent Bank share count unchanged in Q1 2026.
  • Independent Bank made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #516 holding.
  • High Note Wealth first reported a position in Independent Bank in Q4 2024 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.