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

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return