Larson Financial Group
INDB icon

Larson Financial Group’s Independent Bank INDB Stock Holding History

Larson Financial Group’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
Q3 		$10.7K Sell
138
-17
-11% -$1.42K ﹤0.01% 2475
2026
Q2 		$13K Buy
155
+19
+14% +$1.51K ﹤0.01% 2249
2026
Q1 		$10.2K Buy
136
+19
+16% +$1.49K ﹤0.01% 2240
2025
Q4 		$8.55K Buy
117
+48
+70% +$3.41K ﹤0.01% 2206
2025
Q3 		$4.77K Buy
69
+24
+53% +$1.63K ﹤0.01% 2369
2025
Q2 		$2.83K Buy
45
+42
+1,400% +$2.55K ﹤0.01% 2294
2025
Q1 		$188 Hold
3
– – ﹤0.01% 2807
2024
Q4 		$193 Hold
3
– – ﹤0.01% 2453
2024
Q3 		$177 Hold
3
– – ﹤0.01% 2404
2024
Q2 		$152 Buy
+3
New +$150 ﹤0.01% 2147

Other funds holding INDB

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

Larson Financial Group's INDB Position: Q3 2026 in Review

Larson Financial Group reduced its Independent Bank (INDB) stake by 11% in Q3 2026, selling an estimated $1.42K and leaving 138 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Larson Financial Group first reported a position in INDB in Q2 2024 and has held it in 10 quarters since. The position peaked at $13K in Q2 2026. 264 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Larson Financial Group held 138 shares of Independent Bank worth $10.7K as of Q3 2026.
  • Larson Financial Group sold 17 Independent Bank shares in Q3 2026, an estimated $1.42K.
  • Independent Bank made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2475 holding.
  • Larson Financial Group first reported a position in Independent Bank in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Independent Bank position peaked at $13K in Q2 2026.
  • 264 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.