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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
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 $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

Medallion Wealth Advisors's INDB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Independent Bank (INDB) stake by 10% in Q1 2026, selling an estimated $46.9K and leaving 5,134 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #156.

Medallion Wealth Advisors first reported a position in INDB in Q3 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 333 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Medallion Wealth Advisors held 5,134 shares of Independent Bank worth $386K as of Q1 2026.
  • Medallion Wealth Advisors sold 599 Independent Bank shares in Q1 2026, an estimated $46.9K.
  • Independent Bank made up 0.13% of Medallion Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • Medallion Wealth Advisors first reported a position in Independent Bank in Q3 2025 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's Independent Bank position peaked at $419K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.