Pathstone Family Office’s Independent Bank INDB Stock Holding History

Pathstone Family Office’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
2023 Q3	$294K	Buy	5,922 +1,301	+28%	+$69.2K	﹤0.01%	1320
2023 Q2	$208K	Sell	4,621 -774	-14%	-$40.2K	﹤0.01%	1129
2023 Q1	$361K	Sell	5,395 -8,015	-60%	-$613K	0.01%	834
2022 Q4	$1.1M	Buy	13,410 +501	+4%	+$42.5K	0.01%	758
2022 Q3	$966K	Buy	12,909 +7,257	+128%	+$587K	0.01%	760
2022 Q2	$451K	Buy	5,652 +888	+19%	+$70.6K	0.01%	618
2022 Q1	$450K	Buy	4,764 +457	+11%	+$38.6K	0.01%	585
2021 Q4	$354K	Buy	4,307 +7	+0.2%	+$581	0.01%	662
2021 Q3	$330K	Buy	4,300 +300	+8%	+$22K	0.01%	645
2021 Q2	$304K	Buy	+4,000	New	+$322K	0.01%	643
2017 Q2	–	Sell	-27	Closed	-$2K	–	515
2017 Q1	$2K	Buy	+27	New	+$1.74K	﹤0.01%	389

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Pathstone Family Office's INDB Position: Q3 2023 in Review

Pathstone Family Office increased its Independent Bank (INDB) stake by 28% in Q3 2023, buying an estimated $69.2K and bringing the position to 5,922 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Pathstone Family Office first reported a position in INDB in Q1 2017 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2022. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

Pathstone Family Office held 5,922 shares of Independent Bank worth $294K as of Q3 2023.
Pathstone Family Office bought 1,301 Independent Bank shares in Q3 2023, an estimated $69.2K.
Independent Bank made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1320 holding.
Pathstone Family Office first reported a position in Independent Bank in Q1 2017 and has held it in 11 quarters since.
Pathstone Family Office's Independent Bank position peaked at $1.1M in Q4 2022.
255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.