MassMutual Private Wealth & Trust’s Independent Bank INDB Stock Holding History

MassMutual Private Wealth & Trust’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	$13.5K	Hold	161	–	–	﹤0.01%	1269
2026 Q1	$12.1K	Sell	161 -99	-38%	-$7.76K	﹤0.01%	1289
2025 Q4	$19K	Sell	260 -13	-5%	-$924	﹤0.01%	1138
2025 Q3	$18.9K	Hold	273	–	–	﹤0.01%	1138
2025 Q2	$17.2K	Sell	273 -55	-17%	-$3.34K	﹤0.01%	1161
2025 Q1	$20.5K	Hold	328	–	–	﹤0.01%	1015
2024 Q4	$21.1K	Hold	328	–	–	﹤0.01%	992
2024 Q3	$19.4K	Hold	328	–	–	﹤0.01%	911
2024 Q2	$16.6K	Sell	328 -11	-3%	-$550	﹤0.01%	906
2024 Q1	$17.6K	Buy	339 +11	+3%	+$608	﹤0.01%	860
2023 Q4	$21.6K	Sell	328 -15	-4%	-$828	﹤0.01%	798
2023 Q3	$16.8K	Buy	343 +114	+50%	+$6.07K	﹤0.01%	847
2023 Q2	$10.2K	Buy	229 +152	+197%	+$7.89K	﹤0.01%	962
2023 Q1	$5.05K	Buy	77 +53	+221%	+$4.05K	﹤0.01%	1148
2022 Q4	$2K	Buy	+24	New	+$2.04K	﹤0.01%	1268

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's INDB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Independent Bank (INDB) position steady in Q2 2026 at 161 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

MassMutual Private Wealth & Trust first reported a position in INDB in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.6K in Q4 2023. 115 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

MassMutual Private Wealth & Trust held 161 shares of Independent Bank worth $13.5K as of Q2 2026.
MassMutual Private Wealth & Trust left its Independent Bank share count unchanged in Q2 2026.
Independent Bank made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1269 holding.
MassMutual Private Wealth & Trust first reported a position in Independent Bank in Q4 2022 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's Independent Bank position peaked at $21.6K in Q4 2023.
115 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.