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Johnson Financial Group Inc (Wisconsin)’s Independent Bank INDB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025
Q1 		– Sell
-58
Closed -$3.9K – 900
2024
Q4 		$3.9K Sell
58
-15
-21% -$1K ﹤0.01% 752
2024
Q3 		$4.36K Buy
+73
New +$4.29K ﹤0.01% 808
2017
Q2 		– Sell
-440
Closed -$29K – 599
2017
Q1 		$29K Hold
440
– – ﹤0.01% 466
2016
Q4 		$31K Buy
440
+225
+105% +$13.8K ﹤0.01% 456
2016
Q3 		$12K Sell
215
-250
-54% -$12.7K ﹤0.01% 573
2016
Q2 		$21K Hold
465
– – ﹤0.01% 570
2016
Q1 		$21K Sell
465
-200
-30% -$8.92K ﹤0.01% 499
2015
Q4 		$31K Sell
665
-1,381
-67% -$66.4K 0.01% 450
2015
Q3 		$94K Buy
2,046
+21
+1% +$981 0.02% 337
2015
Q2 		$95K Hold
2,025
– – 0.02% 383
2015
Q1 		$89K Hold
2,025
– – 0.02% 408
2014
Q4 		$87K Hold
2,025
– – 0.02% 390
2014
Q3 		$72K Hold
2,025
– – 0.02% 393
2014
Q2 		$78K Buy
+2,025
New +$75.8K 0.02% 391
2014
Q1 		– Sell
-650
Closed -$25K – 718
2013
Q4 		$25K Sell
650
-1,400
-68% -$51.4K 0.01% 488
2013
Q3 		$73K Sell
2,050
-575
-22% -$20.9K 0.02% 350
2013
Q2 		$91K Buy
+2,625
New +$84.4K 0.03% 339

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s INDB Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 58 shares — an estimated $3.9K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in INDB in Q2 2013 and held it in 17 quarters. The position peaked at $95K in Q2 2015. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 58 Independent Bank shares in Q1 2025, an estimated $3.9K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Independent Bank in Q2 2013 and held it in 17 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Independent Bank position peaked at $95K in Q2 2015.
  • 288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.