Occudo Quantitative Strategies’s Independent Bank INDB Stock Holding History

Occudo Quantitative Strategies’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	$339K	Buy	4,342 +1,477	+52%	+$116K	0.02%	572
2025 Q4	$209K	Buy	+2,865	New	+$204K	0.01%	588
2025 Q1	–	Sell	-3,562	Closed	-$229K	–	772
2024 Q4	$229K	Sell	3,562 -5,640	-61%	-$376K	0.04%	529
2024 Q3	$544K	Buy	9,202 +808	+10%	+$47.5K	0.1%	259
2024 Q2	$426K	Buy	+8,394	New	+$420K	0.08%	341
2023 Q1	–	Sell	-23,307	Closed	-$1.97M	–	1034
2022 Q4	$1.97M	Sell	23,307 -2,145	-8%	-$182K	0.23%	130
2022 Q3	$1.9M	Buy	+25,452	New	+$2.06M	0.15%	197
2021 Q4	–	Sell	-3,890	Closed	-$296K	–	1148
2021 Q3	$296K	Sell	3,890 -12,176	-76%	-$892K	0.04%	734
2021 Q2	$1.21M	Buy	+16,066	New	+$1.29M	0.19%	164

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Occudo Quantitative Strategies's INDB Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Independent Bank (INDB) stake by 52% in Q1 2026, buying an estimated $116K and bringing the position to 4,342 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #572.

Occudo Quantitative Strategies first reported a position in INDB in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.97M in Q4 2022. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Occudo Quantitative Strategies held 4,342 shares of Independent Bank worth $339K as of Q1 2026.
Occudo Quantitative Strategies bought 1,477 Independent Bank shares in Q1 2026, an estimated $116K.
Independent Bank made up 0.02% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #572 holding.
Occudo Quantitative Strategies first reported a position in Independent Bank in Q2 2021 and has held it in 9 quarters since.
Occudo Quantitative Strategies's Independent Bank position peaked at $1.97M in Q4 2022.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.