Mather Group’s Independent Bank INDB Stock Holding History

Mather 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	$15.6K	Buy	201 +45	+29%	+$3.75K	﹤0.01%	1513
2026 Q2	$13.1K	Hold	156	–	–	﹤0.01%	1430
2026 Q1	$11.7K	Buy	+156	New	+$12.2K	﹤0.01%	1407
2025 Q4	–	Sell	-210	Closed	-$14.5K	–	1124
2025 Q3	$14.5K	Buy	+210	New	+$14.3K	﹤0.01%	1185
2025 Q2	–	Sell	-210	Closed	-$13.2K	–	1142
2025 Q1	$13.2K	Buy	210 +54	+35%	+$3.55K	﹤0.01%	1188
2024 Q4	$10K	Buy	156 +149	+2,129%	+$9.9K	﹤0.01%	1245
2024 Q3	$414	Sell	7 -54	-89%	-$3.18K	﹤0.01%	1627
2024 Q2	$3.17K	Hold	61	–	–	﹤0.01%	1751
2024 Q1	$4.01K	Buy	+61	New	+$3.37K	﹤0.01%	1394

Other funds holding INDB

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mather Group's INDB Position: Q3 2026 in Review

Mather Group increased its Independent Bank (INDB) stake by 29% in Q3 2026, buying an estimated $3.75K and bringing the position to 201 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Mather Group first reported a position in INDB in Q1 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

Mather Group held 201 shares of Independent Bank worth $15.6K as of Q3 2026.
Mather Group bought 45 Independent Bank shares in Q3 2026, an estimated $3.75K.
Independent Bank made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1513 holding.
Mather Group first reported a position in Independent Bank in Q1 2024 and has held it in 9 quarters since.
58 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.