IFA
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Independence Financial Advisors’s Independent Bank INDB Stock Holding History

Independence Financial Advisors’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 		$480K Buy
5,734
+36
+0.6% +$2.86K 0.12% 43
2026
Q1 		$429K Buy
5,698
+35
+0.6% +$2.74K 0.13% 39
2025
Q4 		$414K Buy
5,663
+37
+0.7% +$2.63K 0.11% 41
2025
Q3 		$389K Buy
5,626
+38
+0.7% +$2.58K 0.12% 41
2025
Q2 		$351K Buy
5,588
+47
+0.8% +$2.86K 0.14% 44
2025
Q1 		$347K Buy
+5,541
New +$364K 0.13% 38

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

Independence Financial Advisors's INDB Position: Q2 2026 in Review

Independence Financial Advisors increased its Independent Bank (INDB) stake by 0.63% in Q2 2026, buying an estimated $2.86K and bringing the position to 5,734 shares worth $480K. The position accounts for 0.12% of the portfolio, ranked #43.

Independence Financial Advisors first reported a position in INDB in Q1 2025 and has held it in 6 quarters since. 349 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Independence Financial Advisors held 5,734 shares of Independent Bank worth $480K as of Q2 2026.
  • Independence Financial Advisors bought 36 Independent Bank shares in Q2 2026, an estimated $2.86K.
  • Independent Bank made up 0.12% of Independence Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Independence Financial Advisors first reported a position in Independent Bank in Q1 2025 and has held it in 6 quarters since.
  • 349 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.