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 Q2	$334K	Sell	3,984 -221	-5%	-$17.5K	﹤0.01%	1779
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

O'Shaughnessy Asset Management's INDB Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Independent Bank (INDB) stake by 5.3% in Q2 2026, selling an estimated $17.5K and leaving 3,984 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

O'Shaughnessy Asset Management first reported a position in INDB in Q3 2015 and has held it in 10 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

O'Shaughnessy Asset Management held 3,984 shares of Independent Bank worth $334K as of Q2 2026.
O'Shaughnessy Asset Management sold 221 Independent Bank shares in Q2 2026, an estimated $17.5K.
Independent Bank made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1779 holding.
O'Shaughnessy Asset Management first reported a position in Independent Bank in Q3 2015 and has held it in 10 quarters since.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

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