MWM
INDB icon

MY Wealth Management’s Independent Bank INDB Stock Holding History

MY Wealth Management’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 		$388K Buy
+10,757
New +$853K 0.27% 35

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

MY Wealth Management's INDB Position: Q2 2026 in Review

MY Wealth Management opened a new position in Independent Bank (INDB) in Q2 2026: 10,757 shares worth $388K. The stake represents 0.27% of the portfolio and ranks #35 among its holdings.

352 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • MY Wealth Management held 10,757 shares of Independent Bank worth $388K as of Q2 2026.
  • Independent Bank was a new MY Wealth Management position in Q2 2026.
  • Independent Bank made up 0.27% of MY Wealth Management's portfolio in Q2 2026, its #35 holding.
  • 352 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.