MA
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Montag & Associates’s Independent Bank INDB Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-28
Closed -$1.95K – 1055
2025
Q3 		$1.95K Buy
+28
New +$1.9K ﹤0.01% 923

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Montag & Associates's INDB Position: Q4 2025 in Review

Montag & Associates sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 28 shares — an estimated $1.95K sold.

Montag & Associates first reported a position in INDB in Q3 2025 and held it in 1 quarter. The position peaked at $1.95K in Q3 2025. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

  • Montag & Associates reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 28 Independent Bank shares in Q4 2025, an estimated $1.95K.
  • Montag & Associates first reported a position in Independent Bank in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Independent Bank position peaked at $1.95K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.