Kelly Financial Services’s Independent Bank INDB Stock Holding History

Kelly Financial Services’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	$1.74M	Sell	20,771 -144	-0.7%	-$11.4K	0.37%	39
2026 Q1	$1.57M	Buy	20,915 +6	+0%	+$470	0.38%	40
2025 Q4	$1.53M	Buy	20,909 +2,809	+16%	+$200K	0.38%	36
2025 Q3	$1.25M	Hold	18,100	–	–	0.32%	38
2025 Q2	$1.14M	Hold	18,100	–	–	0.34%	39
2025 Q1	$1.13M	Hold	18,100	–	–	0.39%	35
2024 Q4	$1.16M	Hold	18,100	–	–	0.42%	40
2024 Q3	$1.07M	Hold	18,100	–	–	0.39%	42
2024 Q2	$918K	Hold	18,100	–	–	0.33%	46
2024 Q1	$942K	Hold	18,100	–	–	0.36%	43
2023 Q4	$1.19M	Buy	18,100 +149	+0.8%	+$8.22K	0.48%	31
2023 Q3	$881K	Hold	17,951	–	–	0.4%	41
2023 Q2	$799K	Hold	17,951	–	–	0.38%	39
2023 Q1	$1.18M	Buy	17,951 +30	+0.2%	+$2.29K	0.59%	27
2022 Q4	$1.51M	Hold	17,921	–	–	0.8%	22
2022 Q3	$1.34M	Sell	17,921 -3,529	-16%	-$285K	0.78%	20
2022 Q2	$1.7M	Hold	21,450	–	–	0.89%	17
2022 Q1	$1.75M	Hold	21,450	–	–	0.79%	20
2021 Q4	$1.75M	Buy	+21,450	New	+$1.78M	0.8%	17

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kelly Financial Services's INDB Position: Q2 2026 in Review

Kelly Financial Services reduced its Independent Bank (INDB) stake by 0.69% in Q2 2026, selling an estimated $11.4K and leaving 20,771 shares worth $1.74M. The position accounts for 0.37% of the portfolio, ranked #39.

Kelly Financial Services first reported a position in INDB in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q1 2022. 89 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Kelly Financial Services held 20,771 shares of Independent Bank worth $1.74M as of Q2 2026.
Kelly Financial Services sold 144 Independent Bank shares in Q2 2026, an estimated $11.4K.
Independent Bank made up 0.37% of Kelly Financial Services's portfolio in Q2 2026, its #39 holding.
Kelly Financial Services first reported a position in Independent Bank in Q4 2021 and has held it in 19 quarters since.
Kelly Financial Services's Independent Bank position peaked at $1.75M in Q1 2022.
89 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.