HM Payson & Co’s Independent Bank INDB Stock Holding History

HM Payson & Co’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	–	Sell	-2,500	Closed	-$183K	–	1173
2025 Q4	$183K	Hold	2,500	–	–	﹤0.01%	451
2025 Q3	$173K	Hold	2,500	–	–	﹤0.01%	459
2025 Q2	$157K	Hold	2,500	–	–	﹤0.01%	458
2025 Q1	$157K	Hold	2,500	–	–	﹤0.01%	455
2024 Q4	$160K	Sell	2,500 -42	-2%	-$2.8K	﹤0.01%	459
2024 Q3	$150K	Buy	2,542 +42	+2%	+$2.47K	﹤0.01%	463
2024 Q2	$127K	Hold	2,500	–	–	﹤0.01%	472
2024 Q1	$130K	Hold	2,500	–	–	﹤0.01%	469
2023 Q4	$165K	Hold	2,500	–	–	﹤0.01%	416
2023 Q3	$123K	Hold	2,500	–	–	﹤0.01%	450
2023 Q2	$111K	Hold	2,500	–	–	﹤0.01%	467
2023 Q1	$164K	Hold	2,500	–	–	﹤0.01%	404
2022 Q4	$211K	Hold	2,500	–	–	0.01%	358
2022 Q3	$186K	Hold	2,500	–	–	0.01%	379
2022 Q2	$199K	Hold	2,500	–	–	0.01%	375
2022 Q1	$204K	Hold	2,500	–	–	﹤0.01%	399
2021 Q4	$204K	Hold	2,500	–	–	﹤0.01%	401
2021 Q3	$190K	Hold	2,500	–	–	﹤0.01%	394
2021 Q2	$189K	Sell	2,500 -50	-2%	-$4.02K	﹤0.01%	396
2021 Q1	$215K	Buy	2,550 +50	+2%	+$4.18K	0.01%	379
2020 Q4	$183K	Hold	2,500	–	–	0.01%	395
2020 Q3	$131K	Hold	2,500	–	–	﹤0.01%	417
2020 Q2	$168K	Hold	2,500	–	–	0.01%	364
2020 Q1	$161K	Hold	2,500	–	–	0.01%	350
2019 Q4	$208K	Hold	2,500	–	–	0.01%	385
2019 Q3	$187K	Hold	2,500	–	–	0.01%	394
2019 Q2	$190K	Buy	+2,500	New	+$195K	0.01%	403
2018 Q4	–	Sell	-2,500	Closed	-$207K	–	237
2018 Q3	$207K	Buy	+2,500	New	+$218K	0.01%	311

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HM Payson & Co's INDB Position: Q1 2026 in Review

HM Payson & Co sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 2,500 shares — an estimated $183K sold.

HM Payson & Co first reported a position in INDB in Q3 2018 and held it in 28 quarters. The position peaked at $215K in Q1 2021. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

HM Payson & Co reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 2,500 Independent Bank shares in Q1 2026, an estimated $183K.
HM Payson & Co first reported a position in Independent Bank in Q3 2018 and held it in 28 quarters.
HM Payson & Co's Independent Bank position peaked at $215K in Q1 2021.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.