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
Q2 		$185K Buy
2,175
+361
+20% +$28.6K ﹤0.01% 2613
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Jones Financial Companies's INDB Position: Q2 2026 in Review

Jones Financial Companies increased its Independent Bank (INDB) stake by 20% in Q2 2026, buying an estimated $28.6K and bringing the position to 2,175 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Jones Financial Companies first reported a position in INDB in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Jones Financial Companies held 2,175 shares of Independent Bank worth $185K as of Q2 2026.
  • Jones Financial Companies bought 361 Independent Bank shares in Q2 2026, an estimated $28.6K.
  • Independent Bank made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2613 holding.
  • Jones Financial Companies first reported a position in Independent Bank in Q2 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.