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Parkworth Wealth Management’s Independent Bank INDB Stock Holding History

Parkworth Wealth 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
2025
Q2 		$63 Hold
1
– – ﹤0.01% 1233
2025
Q1 		$63 Hold
1
– – ﹤0.01% 1062
2024
Q4 		$64 Buy
+1
New +$67 ﹤0.01% 1109

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Parkworth Wealth Management's INDB Position: Q2 2025 in Review

Parkworth Wealth Management held its Independent Bank (INDB) position steady in Q2 2025 at 1 share worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Parkworth Wealth Management first reported a position in INDB in Q4 2024 and has held it in 3 quarters since. The position peaked at $64 in Q4 2024. 294 funds tracked by Wall St. Rank hold INDB as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Independent Bank worth $63 as of Q2 2025.
  • Parkworth Wealth Management left its Independent Bank share count unchanged in Q2 2025.
  • Independent Bank made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1233 holding.
  • Parkworth Wealth Management first reported a position in Independent Bank in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Independent Bank position peaked at $64 in Q4 2024.
  • 294 funds tracked by Wall St. Rank held Independent Bank as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.