LI
INDB icon

LRI Investments’s Independent Bank INDB Stock Holding History

LRI Investments’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 		$251 Buy
+3
New +$238 ﹤0.01% 1697
2026
Q1 		– Sell
-812
Closed -$59.3K – 1459
2025
Q4 		$59.3K Sell
812
-45
-5% -$3.2K ﹤0.01% 514
2025
Q3 		$59.3K Sell
857
-81
-9% -$5.5K ﹤0.01% 521
2025
Q2 		$59K Buy
+938
New +$57K 0.01% 525

Other funds holding INDB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
RP
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
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

LRI Investments's INDB Position: Q2 2026 in Review

LRI Investments opened a new position in Independent Bank (INDB) in Q2 2026: 3 shares worth $251. The stake represents ﹤0.01% of the portfolio and ranks #1697 among its holdings. This is a return to the name: LRI Investments previously reported a position in INDB as recently as Q4 2025.

LRI Investments first reported a position in INDB in Q2 2025 and has held it in 4 quarters since. The position peaked at $59.3K in Q4 2025. 39 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • LRI Investments held 3 shares of Independent Bank worth $251 as of Q2 2026.
  • Independent Bank was a new LRI Investments position in Q2 2026.
  • Independent Bank made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1697 holding.
  • LRI Investments first reported a position in Independent Bank in Q2 2025 and has held it in 4 quarters since.
  • LRI Investments's Independent Bank position peaked at $59.3K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.