KAS
INDB icon

Kestra Advisory Services’s Independent Bank INDB Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-285
Closed -$20.8K – 3729
2025
Q4 		$20.8K Buy
+285
New +$20.2K ﹤0.01% 4496

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

Kestra Advisory Services's INDB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 285 shares — an estimated $20.8K sold.

Kestra Advisory Services first reported a position in INDB in Q4 2025 and held it in 1 quarter. The position peaked at $20.8K in Q4 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 285 Independent Bank shares in Q1 2026, an estimated $20.8K.
  • Kestra Advisory Services first reported a position in Independent Bank in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Independent Bank position peaked at $20.8K in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.