Mackenzie Financial
INDB icon

Mackenzie Financial’s Independent Bank INDB Stock Holding History

Mackenzie 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
Q1 		– Sell
-3,055
Closed -$225K – 1579
2025
Q4 		$225K Sell
3,055
-27
-0.9% -$1.92K ﹤0.01% 1498
2025
Q3 		$213K Buy
+3,082
New +$209K ﹤0.01% 1537
2023
Q1 		– Sell
-2,894
Closed -$244K – 1564
2022
Q4 		$244K Sell
2,894
-153
-5% -$13K ﹤0.01% 1157
2022
Q3 		$227K Sell
3,047
-150
-5% -$12.1K ﹤0.01% 1198
2022
Q2 		$254K Buy
3,197
+605
+23% +$48.1K ﹤0.01% 1164
2022
Q1 		$212K Buy
2,592
+116
+5% +$9.79K ﹤0.01% 1269
2021
Q4 		$202K Buy
+2,476
New +$206K ﹤0.01% 1331

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

Mackenzie Financial's INDB Position: Q1 2026 in Review

Mackenzie Financial sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 3,055 shares — an estimated $225K sold.

Mackenzie Financial first reported a position in INDB in Q4 2021 and held it in 7 quarters. The position peaked at $254K in Q2 2022. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Mackenzie Financial reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 3,055 Independent Bank shares in Q1 2026, an estimated $225K.
  • Mackenzie Financial first reported a position in Independent Bank in Q4 2021 and held it in 7 quarters.
  • Mackenzie Financial's Independent Bank position peaked at $254K in Q2 2022.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.