Orion Portfolio Solutions’s Independent Bank INDB Stock Holding History

Orion Portfolio Solutions’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 Q1	$354K	Sell	5,658 -196	-3%	-$12.9K	﹤0.01%	1556
2024 Q4	$376K	Sell	5,854 -243	-4%	-$16.2K	﹤0.01%	1449
2024 Q3	$361K	Buy	6,097 +1,436	+31%	+$84.4K	﹤0.01%	1448
2024 Q2	$236K	Sell	4,661 -197	-4%	-$9.86K	﹤0.01%	1561
2024 Q1	$253K	Sell	4,858 -1,014	-17%	-$56.1K	﹤0.01%	1522
2023 Q4	$376K	Sell	5,872 -2,981	-34%	-$165K	﹤0.01%	1318
2023 Q3	$435K	Buy	8,853 +2,254	+34%	+$120K	0.01%	1253
2023 Q2	$294K	Buy	6,599 +999	+18%	+$51.8K	﹤0.01%	1406
2023 Q1	$367K	Buy	+5,600	New	+$428K	﹤0.01%	1268
2020 Q1	–	Sell	-50	Closed	-$4K	–	2081
2019 Q4	$4K	Buy	+50	New	+$4.09K	﹤0.01%	1318

Other funds holding INDB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Orion Portfolio Solutions's INDB Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Independent Bank (INDB) stake by 3.3% in Q1 2025, selling an estimated $12.9K and leaving 5,658 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Orion Portfolio Solutions first reported a position in INDB in Q4 2019 and has held it in 10 quarters since. The position peaked at $435K in Q3 2023. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

Orion Portfolio Solutions held 5,658 shares of Independent Bank worth $354K as of Q1 2025.
Orion Portfolio Solutions sold 196 Independent Bank shares in Q1 2025, an estimated $12.9K.
Independent Bank made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1556 holding.
Orion Portfolio Solutions first reported a position in Independent Bank in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Independent Bank position peaked at $435K in Q3 2023.
288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.