Paloma Partners’s Independent Bank INDB Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-3,831	Closed	-$227K	–	656
2024 Q3	$227K	Sell	3,831 -774	-17%	-$45.5K	0.01%	923
2024 Q2	$234K	Buy	+4,605	New	+$230K	0.01%	967
2021 Q2	–	Sell	-6,156	Closed	-$519K	–	2008
2021 Q1	$519K	Buy	+6,156	New	+$514K	0.01%	1086
2020 Q4	–	Sell	-11,078	Closed	-$579K	–	1916
2020 Q3	$579K	Buy	11,078 +6,825	+160%	+$424K	0.01%	1062
2020 Q2	$285K	Buy	+4,253	New	+$286K	﹤0.01%	1498
2020 Q1	–	Sell	-2,834	Closed	-$236K	–	1625
2019 Q4	$236K	Sell	2,834 -2,337	-45%	-$191K	﹤0.01%	1895
2019 Q3	$386K	Buy	+5,171	New	+$375K	0.01%	1360
2018 Q2	–	Sell	-2,861	Closed	-$205K	–	1900
2018 Q1	$205K	Buy	+2,861	New	+$206K	﹤0.01%	1792
2016 Q1	–	Sell	-6,358	Closed	-$296K	–	1947
2015 Q4	$296K	Buy	+6,358	New	+$306K	0.01%	1335

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Paloma Partners's INDB Position: Q4 2024 in Review

Paloma Partners sold out of Independent Bank (INDB) in Q4 2024, closing a stake of 3,831 shares — an estimated $227K sold.

Paloma Partners first reported a position in INDB in Q4 2015 and held it in 9 quarters. The position peaked at $579K in Q3 2020. 287 funds tracked by Wall St. Rank hold INDB as of Q4 2024.

Paloma Partners reported no remaining Independent Bank position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 3,831 Independent Bank shares in Q4 2024, an estimated $227K.
Paloma Partners first reported a position in Independent Bank in Q4 2015 and held it in 9 quarters.
Paloma Partners's Independent Bank position peaked at $579K in Q3 2020.
287 funds tracked by Wall St. Rank held Independent Bank as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.