Jefferies Financial Group
INDB icon

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
Q3 		$629K Buy
8,100
+3,962
+96% +$331K ﹤0.01% 925
2026
Q2 		$346K Buy
4,138
+1,074
+35% +$85.2K ﹤0.01% 1342
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Jefferies Financial Group's INDB Position: Q3 2026 in Review

Jefferies Financial Group increased its Independent Bank (INDB) stake by 96% in Q3 2026, buying an estimated $331K and bringing the position to 8,100 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Jefferies Financial Group first reported a position in INDB in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.16M in Q4 2024. 279 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Jefferies Financial Group held 8,100 shares of Independent Bank worth $629K as of Q3 2026.
  • Jefferies Financial Group bought 3,962 Independent Bank shares in Q3 2026, an estimated $331K.
  • Independent Bank made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #925 holding.
  • Jefferies Financial Group first reported a position in Independent Bank in Q4 2024 and has held it in 4 quarters since.
  • Jefferies Financial Group's Independent Bank position peaked at $2.16M in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.