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Medallion Wealth Advisors’s Independent Bank INDB Stock Holding History

Medallion Wealth Advisors’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 		$422K Sell
5,038
-96
-2% -$7.62K 0.13% 145
2026
Q1 		$386K Sell
5,134
-599
-10% -$46.9K 0.13% 156
2025
Q4 		$419K Hold
5,733
– – 0.14% 143
2025
Q3 		$397K Buy
+5,733
New +$390K 0.14% 148

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

Medallion Wealth Advisors's INDB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Independent Bank (INDB) stake by 1.9% in Q2 2026, selling an estimated $7.62K and leaving 5,038 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #145.

Medallion Wealth Advisors first reported a position in INDB in Q3 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Medallion Wealth Advisors held 5,038 shares of Independent Bank worth $422K as of Q2 2026.
  • Medallion Wealth Advisors sold 96 Independent Bank shares in Q2 2026, an estimated $7.62K.
  • Independent Bank made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #145 holding.
  • Medallion Wealth Advisors first reported a position in Independent Bank in Q3 2025 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.