IWC
INDB icon

Integrated Wealth Concepts’s Independent Bank INDB Stock Holding History

Integrated Wealth Concepts’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 		$308K Buy
4,092
+628
+18% +$49.2K ﹤0.01% 1848
2025
Q4 		$253K Sell
3,464
-670
-16% -$47.6K ﹤0.01% 1396
2025
Q3 		$286K Sell
4,134
-54,805
-93% -$3.73M ﹤0.01% 1659
2025
Q2 		$3.71M Buy
58,939
+5,149
+10% +$313K 0.04% 413
2025
Q1 		$3.37M Buy
53,790
+809
+2% +$53.2K 0.04% 422
2024
Q4 		$3.4M Buy
52,981
+2,640
+5% +$176K 0.04% 394
2024
Q3 		$2.98M Sell
50,341
-3,816
-7% -$224K 0.04% 429
2024
Q2 		$2.75M Buy
54,157
+7,347
+16% +$368K 0.04% 409
2024
Q1 		$2.44M Buy
46,810
+18,889
+68% +$1.04M 0.04% 450
2023
Q4 		$1.84M Buy
+27,921
New +$1.54M 0.03% 510
2023
Q2 		– Sell
-3,097
Closed -$203K – 1583
2023
Q1 		$203K Sell
3,097
-3
-0.1% -$229 ﹤0.01% 1218
2022
Q4 		$262K Hold
3,100
– – 0.01% 854
2022
Q3 		$231K Hold
3,100
– – 0.01% 818
2022
Q2 		$246K Buy
3,100
+3
+0.1% +$238 0.01% 815
2022
Q1 		$253K Sell
3,097
-1
-0% -$84 0.01% 800
2021
Q4 		$253K Sell
3,098
-2,000
-39% -$166K 0.01% 853
2021
Q3 		$388K Buy
+5,098
New +$373K 0.01% 644

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

Integrated Wealth Concepts's INDB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Independent Bank (INDB) stake by 18% in Q1 2026, buying an estimated $49.2K and bringing the position to 4,092 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Integrated Wealth Concepts first reported a position in INDB in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.71M in Q2 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Integrated Wealth Concepts held 4,092 shares of Independent Bank worth $308K as of Q1 2026.
  • Integrated Wealth Concepts bought 628 Independent Bank shares in Q1 2026, an estimated $49.2K.
  • Independent Bank made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1848 holding.
  • Integrated Wealth Concepts first reported a position in Independent Bank in Q3 2021 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Independent Bank position peaked at $3.71M in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.