JFS Wealth Advisors
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
Q3 		$3.2K Hold
41
– – ﹤0.01% 1413
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 $6.79T 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

JFS Wealth Advisors's INDB Position: Q3 2026 in Review

JFS Wealth Advisors held its Independent Bank (INDB) position steady in Q3 2026 at 41 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

JFS Wealth Advisors first reported a position in INDB in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.45K in Q2 2026. 279 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • JFS Wealth Advisors held 41 shares of Independent Bank worth $3.2K as of Q3 2026.
  • JFS Wealth Advisors left its Independent Bank share count unchanged in Q3 2026.
  • Independent Bank made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1413 holding.
  • JFS Wealth Advisors first reported a position in Independent Bank in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Independent Bank position peaked at $3.45K in Q2 2026.
  • 279 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.