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Oppenheimer Asset Management’s Independent Bank INDB Stock Holding History

Oppenheimer Asset 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 		$526K Buy
6,284
+137
+2% +$10.9K 0.01% 883
2026
Q1 		$462K Buy
6,147
+150
+3% +$11.8K 0.01% 888
2025
Q4 		$438K Sell
5,997
-287
-5% -$20.4K 0.01% 844
2025
Q3 		$435K Buy
6,284
+2,623
+72% +$178K ﹤0.01% 931
2025
Q2 		$230K Buy
+3,661
New +$223K ﹤0.01% 1052
2019
Q2 		– Sell
-3,304
Closed -$268K – 1637
2019
Q1 		$268K Sell
3,304
-947
-22% -$75K 0.01% 956
2018
Q4 		$299K Buy
4,251
+1,234
+41% +$95.7K 0.01% 895
2018
Q3 		$249K Buy
3,017
+273
+10% +$23.8K 0.01% 1023
2018
Q2 		$215K Buy
+2,744
New +$209K 0.01% 1059
2017
Q4 		– Sell
-2,068
Closed -$154K – 1264
2017
Q3 		$154K Buy
2,068
+502
+32% +$34.9K ﹤0.01% 1103
2017
Q2 		$104K Buy
1,566
+120
+8% +$7.65K ﹤0.01% 1180
2017
Q1 		$94K Buy
+1,446
New +$93.3K ﹤0.01% 1198

Other funds holding INDB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Oppenheimer Asset Management's INDB Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Independent Bank (INDB) stake by 2.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 6,284 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #883.

Oppenheimer Asset Management first reported a position in INDB in Q1 2017 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Oppenheimer Asset Management held 6,284 shares of Independent Bank worth $526K as of Q2 2026.
  • Oppenheimer Asset Management bought 137 Independent Bank shares in Q2 2026, an estimated $10.9K.
  • Independent Bank made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #883 holding.
  • Oppenheimer Asset Management first reported a position in Independent Bank in Q1 2017 and has held it in 12 quarters since.
  • 111 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.