HWM
INDB icon

HighMark Wealth Management’s Independent Bank INDB Stock Holding History

HighMark Wealth Management’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 		$15.8K Buy
188
+1
+0.5% +$79 0.01% 270
2026
Q1 		$14.1K Buy
187
+1
+0.5% +$78 0.01% 258
2025
Q4 		$13.6K Buy
186
+2
+1% +$142 0.01% 283
2025
Q3 		$12.7K Buy
184
+2
+1% +$136 0.01% 274
2025
Q2 		$11.5K Buy
182
+2
+1% +$122 0.01% 289
2025
Q1 		$11.3K Buy
180
+1
+0.6% +$66 0.01% 264
2024
Q4 		$11.5K Buy
179
+2
+1% +$133 0.01% 269
2024
Q3 		$10.5K Buy
+177
New +$10.4K 0.01% 288

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

HighMark Wealth Management's INDB Position: Q2 2026 in Review

HighMark Wealth Management increased its Independent Bank (INDB) stake by 0.53% in Q2 2026, buying an estimated $79 and bringing the position to 188 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #270.

HighMark Wealth Management first reported a position in INDB in Q3 2024 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • HighMark Wealth Management held 188 shares of Independent Bank worth $15.8K as of Q2 2026.
  • HighMark Wealth Management bought 1 Independent Bank share in Q2 2026, an estimated $79.
  • Independent Bank made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #270 holding.
  • HighMark Wealth Management first reported a position in Independent Bank in Q3 2024 and has held it in 8 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.