Pathstone Holdings
INDB icon

Pathstone Holdings’s Independent Bank INDB Stock Holding History

Pathstone Holdings’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 		$3.15M Sell
37,572
-3,012
-7% -$239K 0.01% 870
2026
Q1 		$3.05M Sell
40,584
-617
-1% -$48.4K 0.01% 806
2025
Q4 		$3.01M Buy
41,201
+6,177
+18% +$439K 0.01% 820
2025
Q3 		$2.42M Sell
35,024
-3,737
-10% -$254K 0.01% 913
2025
Q2 		$2.44M Buy
38,761
+18,112
+88% +$1.1M 0.01% 885
2025
Q1 		$1.3M Buy
20,649
+5,962
+41% +$392K 0.01% 1236
2024
Q4 		$947K Buy
14,687
+1,726
+13% +$115K ﹤0.01% 1395
2024
Q3 		$770K Buy
12,961
+1,824
+16% +$107K ﹤0.01% 1505
2024
Q2 		$565K Buy
11,137
+1,994
+22% +$99.8K ﹤0.01% 1625
2024
Q1 		$479K Buy
9,143
+666
+8% +$36.8K ﹤0.01% 1697
2023
Q4 		$561K Buy
+8,477
New +$468K ﹤0.01% 1431

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AllianceBernstein
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

Pathstone Holdings's INDB Position: Q2 2026 in Review

Pathstone Holdings reduced its Independent Bank (INDB) stake by 7.4% in Q2 2026, selling an estimated $239K and leaving 37,572 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #870.

Pathstone Holdings first reported a position in INDB in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Pathstone Holdings held 37,572 shares of Independent Bank worth $3.15M as of Q2 2026.
  • Pathstone Holdings sold 3,012 Independent Bank shares in Q2 2026, an estimated $239K.
  • Independent Bank made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #870 holding.
  • Pathstone Holdings first reported a position in Independent Bank in Q4 2023 and has held it in 11 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.