Moody Aldrich Partners’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.56M | Sell |
114,219
-29,789
| -21% | -$2.36M | 1.72% | 3 |
|
|
2026
Q1 | $10.8M | Sell |
144,008
-1,569
| -1% | -$123K | 1.95% | 1 |
|
|
2025
Q4 | $10.6M | Sell |
145,577
-6,800
| -4% | -$483K | 1.99% | 3 |
|
|
2025
Q3 | $10.5M | Buy |
152,377
+8,910
| +6% | +$606K | 2% | 2 |
|
|
2025
Q2 | $9.02M | Sell |
143,467
-2,199
| -2% | -$134K | 1.75% | 4 |
|
|
2025
Q1 | $9.13M | Sell |
145,666
-4,376
| -3% | -$288K | 1.91% | 8 |
|
|
2024
Q4 | $9.63M | Buy |
150,042
+16,504
| +12% | +$1.1M | 1.78% | 6 |
|
|
2024
Q3 | $7.9M | Buy |
133,538
+38,014
| +40% | +$2.23M | 1.44% | 9 |
|
|
2024
Q2 | $4.84M | Sell |
95,524
-5,867
| -6% | -$294K | 0.94% | 40 |
|
|
2024
Q1 | $5.27M | Sell |
101,391
-37,623
| -27% | -$2.08M | 0.9% | 40 |
|
|
2023
Q4 | $9.15M | Sell |
139,014
-14,429
| -9% | -$796K | 1.65% | 7 |
|
|
2023
Q3 | $7.53M | Buy |
153,443
+26,400
| +21% | +$1.4M | 1.43% | 17 |
|
|
2023
Q2 | $5.65M | Buy |
127,043
+24,655
| +24% | +$1.28M | 1.1% | 28 |
|
|
2023
Q1 | $6.72M | Sell |
102,388
-12,094
| -11% | -$925K | 1.36% | 19 |
|
|
2022
Q4 | $9.67M | Sell |
114,482
-58,330
| -34% | -$4.95M | 1.96% | 5 |
|
|
2022
Q3 | $12.9M | Sell |
172,812
-406
| -0.2% | -$32.8K | 2.65% | 2 |
|
|
2022
Q2 | $13.8M | Sell |
173,218
-24,612
| -12% | -$1.96M | 2.7% | 3 |
|
|
2022
Q1 | $16.2M | Buy |
197,830
+22,233
| +13% | +$1.88M | 2.27% | 6 |
|
|
2021
Q4 | $14.3M | Sell |
175,597
-31,244
| -15% | -$2.6M | 2% | 4 |
|
|
2021
Q3 | $15.8M | Buy |
206,841
+28,509
| +16% | +$2.09M | 2% | 3 |
|
|
2021
Q2 | $13.5M | Buy |
178,332
+14,305
| +9% | +$1.15M | 1.89% | 5 |
|
|
2021
Q1 | $13.8M | Buy |
164,027
+22,881
| +16% | +$1.91M | 1.99% | 5 |
|
|
2020
Q4 | $10.3M | Buy |
141,146
+38,400
| +37% | +$2.49M | 1.66% | 7 |
|
|
2020
Q3 | $5.38M | Buy |
102,746
+1,446
| +1% | +$89.9K | 1.13% | 32 |
|
|
2020
Q2 | $6.8M | Sell |
101,300
-6,471
| -6% | -$435K | 1.45% | 12 |
|
|
2020
Q1 | $6.94M | Sell |
107,771
-137
| -0.1% | -$9.79K | 2.09% | 6 |
|
|
2019
Q4 | $8.98M | Buy |
107,908
+3,291
| +3% | +$269K | 1.85% | 3 |
|
|
2019
Q3 | $7.81M | Buy |
104,617
+13,203
| +14% | +$957K | 2.08% | 6 |
|
|
2019
Q2 | $6.96M | Buy |
91,414
+2,788
| +3% | +$217K | 1.78% | 10 |
|
|
2019
Q1 | $7.18M | Buy |
88,626
+7,201
| +9% | +$571K | 2.02% | 10 |
|
|
2018
Q4 | $5.72M | Buy |
81,425
+215
| +0.3% | +$16.7K | 1.88% | 10 |
|
|
2018
Q3 | $6.71M | Buy |
81,210
+14,120
| +21% | +$1.23M | 1.93% | 7 |
|
|
2018
Q2 | $5.26M | Buy |
67,090
+28,680
| +75% | +$2.19M | 1.87% | 12 |
|
|
2018
Q1 | $2.75M | Buy |
38,410
+9,059
| +31% | +$652K | 1.76% | 14 |
|
|
2017
Q4 | $2.05M | Buy |
29,351
+6,115
| +26% | +$438K | 1.66% | 16 |
|
|
2017
Q3 | $1.74M | Buy |
23,236
+3,056
| +15% | +$213K | 1.78% | 11 |
|
|
2017
Q2 | $1.34M | Buy |
20,180
+5,535
| +38% | +$353K | 1.68% | 12 |
|
|
2017
Q1 | $952K | Sell |
14,645
-38,380
| -72% | -$2.48M | 1.63% | 17 |
|
|
2016
Q4 | $3.74M | Sell |
53,025
-1,100
| -2% | -$67.5K | 2.41% | 5 |
|
|
2016
Q3 | $2.93M | Buy |
54,125
+5,650
| +12% | +$288K | 2.04% | 7 |
|
|
2016
Q2 | $2.21M | Buy |
48,475
+32,600
| +205% | +$1.52M | 1.83% | 10 |
|
|
2016
Q1 | $730K | Buy |
+15,875
| New | +$708K | 1.54% | 19 |
|
Other funds holding INDB
RT
RP
HCM
HAI
YIH
EB
SP
KFS
Moody Aldrich Partners's INDB Position: Q2 2026 in Review
Moody Aldrich Partners reduced its Independent Bank (INDB) stake by 21% in Q2 2026, selling an estimated $2.36M and leaving 114,219 shares worth $9.56M. The position accounts for 1.72% of the portfolio, ranked #3.
Moody Aldrich Partners first reported a position in INDB in Q1 2016 and has held it in 42 quarters since. The position peaked at $16.2M in Q1 2022. 39 funds tracked by Wall St. Rank hold INDB as of Q2 2026.
- Moody Aldrich Partners held 114,219 shares of Independent Bank worth $9.56M as of Q2 2026.
- Moody Aldrich Partners sold 29,789 Independent Bank shares in Q2 2026, an estimated $2.36M.
- Independent Bank made up 1.72% of Moody Aldrich Partners's portfolio in Q2 2026, its #3 holding.
- Moody Aldrich Partners first reported a position in Independent Bank in Q1 2016 and has held it in 42 quarters since.
- Moody Aldrich Partners's Independent Bank position peaked at $16.2M in Q1 2022.
- 39 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.
Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.