Pension & Wealth Management Advisors’s Independent Bank INDB Stock Holding History

Pension & Wealth Management Advisors’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	$3.01K	Buy	+36	New	+$2.86K	﹤0.01%	487

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 $3.37T AUM 44.26% 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

Pension & Wealth Management Advisors's INDB Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Independent Bank (INDB) in Q2 2026: 36 shares worth $3.01K. The stake represents ﹤0.01% of the portfolio and ranks #487 among its holdings.

334 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Pension & Wealth Management Advisors held 36 shares of Independent Bank worth $3.01K as of Q2 2026.
Independent Bank was a new Pension & Wealth Management Advisors position in Q2 2026.
Independent Bank made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #487 holding.
334 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.