LPL Financial
INDB icon

LPL Financial’s Independent Bank INDB Stock Holding History

LPL Financial’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 		$1.98M Buy
23,637
+1,449
+7% +$115K ﹤0.01% 3755
2026
Q1 		$1.67M Sell
22,188
-9,548
-30% -$748K ﹤0.01% 3683
2025
Q4 		$2.32M Sell
31,736
-2,783
-8% -$198K ﹤0.01% 3256
2025
Q3 		$2.39M Buy
34,519
+11,560
+50% +$786K ﹤0.01% 3161
2025
Q2 		$1.44M Sell
22,959
-2,293
-9% -$139K ﹤0.01% 3418
2025
Q1 		$1.58M Buy
25,252
+1,129
+5% +$74.2K ﹤0.01% 3160
2024
Q4 		$1.55M Buy
24,123
+1,800
+8% +$120K ﹤0.01% 3114
2024
Q3 		$1.32M Buy
22,323
+784
+4% +$46.1K ﹤0.01% 3128
2024
Q2 		$1.09M Buy
21,539
+2,959
+16% +$148K ﹤0.01% 3166
2024
Q1 		$967K Buy
18,580
+3,893
+27% +$215K ﹤0.01% 3211
2023
Q4 		$967K Buy
14,687
+545
+4% +$30.1K ﹤0.01% 3081
2023
Q3 		$694K Buy
14,142
+8,179
+137% +$435K ﹤0.01% 3224
2023
Q2 		$265K Buy
5,963
+494
+9% +$25.6K ﹤0.01% 3954
2023
Q1 		$359K Buy
5,469
+1,605
+42% +$123K ﹤0.01% 3603
2022
Q4 		$326K Sell
3,864
-775
-17% -$65.7K ﹤0.01% 3587
2022
Q3 		$346K Buy
4,639
+219
+5% +$17.7K ﹤0.01% 3460
2022
Q2 		$351K Buy
4,420
+1,250
+39% +$99.3K ﹤0.01% 3496
2022
Q1 		$259K Sell
3,170
-6
-0.2% -$507 ﹤0.01% 3685
2021
Q4 		$259K Buy
+3,176
New +$264K ﹤0.01% 3799
2019
Q3 		– Sell
-3,856
Closed -$294K – 3335
2019
Q2 		$294K Buy
+3,856
New +$300K ﹤0.01% 2712
2018
Q2 		– Sell
-5,178
Closed -$371K – 3249
2018
Q1 		$371K Buy
5,178
+557
+12% +$40.1K ﹤0.01% 2421
2017
Q4 		$323K Buy
+4,621
New +$331K ﹤0.01% 2425

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 $3.37T AUM 44.26% 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 $2.55B AUM 17.04% 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

LPL Financial's INDB Position: Q2 2026 in Review

LPL Financial increased its Independent Bank (INDB) stake by 6.5% in Q2 2026, buying an estimated $115K and bringing the position to 23,637 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

LPL Financial first reported a position in INDB in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.39M in Q3 2025. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • LPL Financial held 23,637 shares of Independent Bank worth $1.98M as of Q2 2026.
  • LPL Financial bought 1,449 Independent Bank shares in Q2 2026, an estimated $115K.
  • Independent Bank made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3755 holding.
  • LPL Financial first reported a position in Independent Bank in Q4 2017 and has held it in 22 quarters since.
  • LPL Financial's Independent Bank position peaked at $2.39M in Q3 2025.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.