IEQ Capital’s Independent Bank INDB Stock Holding History

IEQ 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
2026 Q1	–	Sell	-3,092	Closed	-$226K	–	1986
2025 Q4	$226K	Sell	3,092 -2,712	-47%	-$193K	﹤0.01%	1658
2025 Q3	$401K	Sell	5,804 -5,514	-49%	-$375K	﹤0.01%	1400
2025 Q2	$712K	Sell	11,318 -3,881	-26%	-$236K	﹤0.01%	985
2025 Q1	$952K	Buy	15,199 +1,309	+9%	+$86K	0.01%	773
2024 Q4	$892K	Buy	13,890 +7,582	+120%	+$505K	0.01%	692
2024 Q3	$373K	Buy	+6,308	New	+$371K	﹤0.01%	854

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

IEQ Capital's INDB Position: Q1 2026 in Review

IEQ Capital sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 3,092 shares — an estimated $226K sold.

IEQ Capital first reported a position in INDB in Q3 2024 and held it in 6 quarters. The position peaked at $952K in Q1 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

IEQ Capital reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 3,092 Independent Bank shares in Q1 2026, an estimated $226K.
IEQ Capital first reported a position in Independent Bank in Q3 2024 and held it in 6 quarters.
IEQ Capital's Independent Bank position peaked at $952K in Q1 2025.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.