Jim Simons
INDB icon

Jim Simons’s Independent Bank INDB Stock Holding History

Jim Simons’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 		– Sell
-18,002
Closed -$1.32M – 3456
2025
Q4 		$1.32M Sell
18,002
-42,488
-70% -$3.02M ﹤0.01% 2122
2025
Q3 		$4.18M Sell
60,490
-91,349
-60% -$6.21M 0.01% 1605
2025
Q2 		$9.55M Buy
151,839
+33,100
+28% +$2.01M 0.01% 1080
2025
Q1 		$7.44M Sell
118,739
-11,329
-9% -$745K 0.01% 1179
2024
Q4 		$8.35M Sell
130,068
-20,300
-14% -$1.35M 0.01% 1128
2024
Q3 		$8.89M Sell
150,368
-24,271
-14% -$1.43M 0.01% 1097
2024
Q2 		$8.86M Sell
174,639
-62,700
-26% -$3.14M 0.02% 992
2024
Q1 		$12.3M Buy
237,339
+68,271
+40% +$3.77M 0.02% 884
2023
Q4 		$11.1M Sell
169,068
-45,171
-21% -$2.49M 0.02% 891
2023
Q3 		$10.5M Sell
214,239
-27,557
-11% -$1.47M 0.02% 893
2023
Q2 		$10.8M Sell
241,796
-20,400
-8% -$1.06M 0.02% 983
2023
Q1 		$17.2M Sell
262,196
-48,456
-16% -$3.71M 0.02% 804
2022
Q4 		$26.2M Sell
310,652
-18,200
-6% -$1.54M 0.04% 591
2022
Q3 		$24.5M Sell
328,852
-23,700
-7% -$1.92M 0.03% 577
2022
Q2 		$28M Buy
352,552
+5,171
+1% +$411K 0.03% 574
2022
Q1 		$28.4M Sell
347,381
-56,800
-14% -$4.8M 0.03% 566
2021
Q4 		$33M Buy
404,181
+313,324
+345% +$26M 0.04% 470
2021
Q3 		$6.92M Sell
90,857
-27,100
-23% -$1.99M 0.01% 1262
2021
Q2 		$8.91M Buy
+117,957
New +$9.48M 0.01% 1259
2019
Q4 		– Sell
-79,339
Closed -$5.92M – 3611
2019
Q3 		$5.92M Buy
79,339
+157
+0.2% +$11.4K 0.01% 1696
2019
Q2 		$6.03M Buy
79,182
+72,282
+1,048% +$5.63M 0.01% 1712
2019
Q1 		$559K Sell
6,900
-2,100
-23% -$166K ﹤0.01% 2892
2018
Q4 		$633K Buy
+9,000
New +$698K ﹤0.01% 2777
2018
Q3 		– Sell
-11,400
Closed -$894K – 3432
2018
Q2 		$894K Buy
11,400
+3,200
+39% +$244K ﹤0.01% 2647
2018
Q1 		$587K Buy
+8,200
New +$590K ﹤0.01% 2858
2017
Q2 		– Sell
-23,108
Closed -$1.5M – 3268
2017
Q1 		$1.5M Sell
23,108
-57,200
-71% -$3.69M ﹤0.01% 2373
2016
Q4 		$5.66M Sell
80,308
-56,800
-41% -$3.49M 0.01% 1575
2016
Q3 		$7.42M Sell
137,108
-26,000
-16% -$1.32M 0.01% 1354
2016
Q2 		$7.45M Sell
163,108
-15,900
-9% -$742K 0.01% 1333
2016
Q1 		$8.23M Buy
179,008
+24,419
+16% +$1.09M 0.02% 1274
2015
Q4 		$7.19M Buy
154,589
+34,381
+29% +$1.65M 0.02% 1215
2015
Q3 		$5.54M Buy
120,208
+12,900
+12% +$603K 0.01% 1318
2015
Q2 		$5.03M Buy
107,308
+200
+0.2% +$8.91K 0.01% 1430
2015
Q1 		$4.7M Buy
107,108
+78,208
+271% +$3.22M 0.01% 1407
2014
Q4 		$1.24M Sell
28,900
-13,324
-32% -$527K ﹤0.01% 2030
2014
Q3 		$1.51M Buy
+42,224
New +$1.56M ﹤0.01% 1815

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jim Simons's INDB Position: Q1 2026 in Review

Jim Simons sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 18,002 shares — an estimated $1.32M sold.

Jim Simons first reported a position in INDB in Q3 2014 and held it in 36 quarters. The position peaked at $33M in Q4 2021. 333 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Jim Simons reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 18,002 Independent Bank shares in Q1 2026, an estimated $1.32M.
  • Jim Simons first reported a position in Independent Bank in Q3 2014 and held it in 36 quarters.
  • Jim Simons's Independent Bank position peaked at $33M in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.