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
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% +$9.92K ﹤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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings's INDB Position: Q1 2026 in Review

Osaic Holdings reduced its Independent Bank (INDB) stake by 45% in Q1 2026, selling an estimated $135K and leaving 2,147 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #4324.

Osaic Holdings first reported a position in INDB in Q1 2020 and has held it in 25 quarters since. The position peaked at $727K in Q1 2022. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Osaic Holdings held 2,147 shares of Independent Bank worth $161K as of Q1 2026.
  • Osaic Holdings sold 1,722 Independent Bank shares in Q1 2026, an estimated $135K.
  • Independent Bank made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4324 holding.
  • Osaic Holdings first reported a position in Independent Bank in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Independent Bank position peaked at $727K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.