JFG
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Jefferies Financial Group’s Independent Bank INDB Stock Holding History

Jefferies Financial Group’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 		$230K Buy
+3,064
New +$240K ﹤0.01% 1474
2025
Q1 		– Sell
-33,600
Closed -$2.16M – 1800
2024
Q4 		$2.16M Buy
+33,600
New +$2.24M 0.01% 642

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

Jefferies Financial Group's INDB Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Independent Bank (INDB) in Q1 2026: 3,064 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #1474 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in INDB as recently as Q4 2024.

Jefferies Financial Group first reported a position in INDB in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.16M in Q4 2024. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Jefferies Financial Group held 3,064 shares of Independent Bank worth $230K as of Q1 2026.
  • Independent Bank was a new Jefferies Financial Group position in Q1 2026.
  • Independent Bank made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1474 holding.
  • Jefferies Financial Group first reported a position in Independent Bank in Q4 2024 and has held it in 2 quarters since.
  • Jefferies Financial Group's Independent Bank position peaked at $2.16M in Q4 2024.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.