OSAM
INDB icon

O'Shaughnessy Asset Management’s Independent Bank INDB Stock Holding History

O'Shaughnessy 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
Q1 		$316K Buy
4,205
+608
+17% +$47.7K ﹤0.01% 1752
2025
Q4 		$263K Sell
3,597
-149
-4% -$10.6K ﹤0.01% 1844
2025
Q3 		$259K Buy
+3,746
New +$255K ﹤0.01% 1825
2021
Q4 		– Sell
-5
Closed – – 1825
2021
Q3 		$0 Sell
5
-53
-91% -$3.88K ﹤0.01% 2791
2021
Q2 		$4K Buy
+58
New +$4.66K ﹤0.01% 2190
2016
Q3 		– Sell
-5
Closed – – 925
2016
Q2 		$0 Hold
5
– – ﹤0.01% 956
2016
Q1 		$0 Hold
5
– – ﹤0.01% 974
2015
Q4 		$0 Hold
5
– – ﹤0.01% 950
2015
Q3 		$0 Buy
+5
New +$234 ﹤0.01% 961

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