Osaic Holdings
INDB icon

Osaic Holdings’s Independent Bank INDB Stock Holding History

Osaic Holdings’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
Q3 		$184K Sell
2,361
-193
-8% -$16.1K ﹤0.01% 4528
2026
Q2 		$214K Buy
2,554
+407
+19% +$32.3K ﹤0.01% 4381
2026
Q1 		$161K Sell
2,147
-1,722
-45% -$135K ﹤0.01% 4324
2025
Q4 		$283K Buy
3,869
+1,735
+81% +$123K ﹤0.01% 3869
2025
Q3 		$150K Buy
2,134
+1,018
+91% +$69.2K ﹤0.01% 4454
2025
Q2 		$70.2K Buy
1,116
+211
+23% +$12.8K ﹤0.01% 4788
2025
Q1 		$56.7K Sell
905
-129
-12% -$8.48K ﹤0.01% 4620
2024
Q4 		$66.4K Buy
1,034
+134
+15% +$8.93K ﹤0.01% 4491
2024
Q3 		$53.3K Sell
900
-2,823
-76% -$166K ﹤0.01% 4698
2024
Q2 		$189K Sell
3,723
-245
-6% -$12.3K ﹤0.01% 3614
2024
Q1 		$206K Sell
3,968
-1,071
-21% -$59.2K ﹤0.01% 3644
2023
Q4 		$332K Sell
5,039
-301
-6% -$16.6K ﹤0.01% 3517
2023
Q3 		$262K Buy
5,340
+200
+4% +$10.6K ﹤0.01% 3795
2023
Q2 		$229K Sell
5,140
-3,023
-37% -$157K ﹤0.01% 3791
2023
Q1 		$535K Sell
8,163
-157
-2% -$12K ﹤0.01% 3036
2022
Q4 		$701K Buy
8,320
+117
+1% +$9.9K ﹤0.01% 2720
2022
Q3 		$610K Sell
8,203
-35
-0.4% -$2.83K ﹤0.01% 2698
2022
Q2 		$655K Sell
8,238
-658
-7% -$52.3K ﹤0.01% 2668
2022
Q1 		$727K Buy
8,896
+2,921
+49% +$247K ﹤0.01% 2866
2021
Q4 		$488K Buy
5,975
+4,089
+217% +$340K ﹤0.01% 3089
2021
Q3 		$144K Sell
1,886
-80
-4% -$5.86K ﹤0.01% 4212
2021
Q2 		$149K Buy
1,966
+109
+6% +$8.76K ﹤0.01% 4133
2021
Q1 		$156K Sell
1,857
-137
-7% -$11.4K ﹤0.01% 3972
2020
Q4 		$146K Sell
1,994
-263
-12% -$17.1K ﹤0.01% 3752
2020
Q3 		$118K Sell
2,257
-748
-25% -$46.5K ﹤0.01% 3689
2020
Q2 		$203K Sell
3,005
-216
-7% -$14.5K ﹤0.01% 3119
2020
Q1 		$208K Buy
+3,221
New +$230K ﹤0.01% 2832

Other funds holding INDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Osaic Holdings's INDB Position: Q3 2026 in Review

Osaic Holdings reduced its Independent Bank (INDB) stake by 7.6% in Q3 2026, selling an estimated $16.1K and leaving 2,361 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #4528.

Osaic Holdings first reported a position in INDB in Q1 2020 and has held it in 27 quarters since. The position peaked at $727K in Q1 2022. 279 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Osaic Holdings held 2,361 shares of Independent Bank worth $184K as of Q3 2026.
  • Osaic Holdings sold 193 Independent Bank shares in Q3 2026, an estimated $16.1K.
  • Independent Bank made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #4528 holding.
  • Osaic Holdings first reported a position in Independent Bank in Q1 2020 and has held it in 27 quarters since.
  • Osaic Holdings's Independent Bank position peaked at $727K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.