Jones Financial Companies
INDB icon

Jones Financial Companies’s Independent Bank INDB Stock Holding History

Jones Financial Companies’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 		$134K Buy
1,814
+1,810
+45,250% +$142K ﹤0.01% 2550
2025
Q4 		$292 Buy
4
+1
+33% +$71 ﹤0.01% 4234
2025
Q3 		$213 Hold
3
– – ﹤0.01% 4129
2025
Q2 		$191 Buy
+3
New +$182 ﹤0.01% 3917

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jones Financial Companies's INDB Position: Q1 2026 in Review

Jones Financial Companies increased its Independent Bank (INDB) stake by 45,250% in Q1 2026, buying an estimated $142K and bringing the position to 1,814 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Jones Financial Companies first reported a position in INDB in Q2 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Jones Financial Companies held 1,814 shares of Independent Bank worth $134K as of Q1 2026.
  • Jones Financial Companies bought 1,810 Independent Bank shares in Q1 2026, an estimated $142K.
  • Independent Bank made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2550 holding.
  • Jones Financial Companies first reported a position in Independent Bank in Q2 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.