JWA
INDB icon

JFS Wealth Advisors’s Independent Bank INDB Stock Holding History

JFS Wealth 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 		$3.45K Buy
41
+9
+28% +$714 ﹤0.01% 1431
2026
Q1 		$2.42K Buy
32
+3
+10% +$235 ﹤0.01% 1449
2025
Q4 		$2.13K Buy
29
+12
+71% +$852 ﹤0.01% 1527
2025
Q3 		$1.18K Sell
17
-1
-6% -$68 ﹤0.01% 1584
2025
Q2 		$1.13K Sell
18
-11
-38% -$669 ﹤0.01% 1545
2025
Q1 		$1.82K Hold
29
– – ﹤0.01% 1497
2024
Q4 		$1.86K Hold
29
– – ﹤0.01% 1505
2024
Q3 		$1.72K Buy
29
+1
+4% +$59 ﹤0.01% 1554
2024
Q2 		$1.42K Buy
28
+7
+33% +$350 ﹤0.01% 1562
2024
Q1 		$1.09K Sell
21
-11
-34% -$608 ﹤0.01% 1638
2023
Q4 		$2.11K Buy
32
+6
+23% +$331 ﹤0.01% 1407
2023
Q3 		$1.28K Buy
26
+7
+37% +$372 ﹤0.01% 1521
2023
Q2 		$846 Buy
19
+1
+6% +$52 ﹤0.01% 1652
2023
Q1 		$1.18K Sell
18
-18
-50% -$1.38K ﹤0.01% 1530
2022
Q4 		$3.04K Buy
36
+2
+6% +$170 ﹤0.01% 1207
2022
Q3 		$3K Buy
34
+2
+6% +$162 ﹤0.01% 1186
2022
Q2 		$3K Buy
32
+9
+39% +$715 ﹤0.01% 1191
2022
Q1 		$2K Buy
23
+14
+156% +$1.18K ﹤0.01% 1430
2021
Q4 		$1K Buy
+9
New +$748 ﹤0.01% 1410

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

JFS Wealth Advisors's INDB Position: Q2 2026 in Review

JFS Wealth Advisors increased its Independent Bank (INDB) stake by 28% in Q2 2026, buying an estimated $714 and bringing the position to 41 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

JFS Wealth Advisors first reported a position in INDB in Q4 2021 and has held it in 19 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of Independent Bank worth $3.45K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Independent Bank shares in Q2 2026, an estimated $714.
  • Independent Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1431 holding.
  • JFS Wealth Advisors first reported a position in Independent Bank in Q4 2021 and has held it in 19 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.