PWA
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Physician Wealth Advisors’s Independent Bank INDB Stock Holding History

Physician Wealth 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 		$1.26K Buy
15
+8
+114% +$635 ﹤0.01% 1728
2026
Q1 		$527 Hold
7
– – ﹤0.01% 1907
2025
Q4 		$512 Buy
+7
New +$497 ﹤0.01% 1875

Other funds holding INDB

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's INDB Position: Q2 2026 in Review

Physician Wealth Advisors increased its Independent Bank (INDB) stake by 114% in Q2 2026, buying an estimated $635 and bringing the position to 15 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Physician Wealth Advisors first reported a position in INDB in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Physician Wealth Advisors held 15 shares of Independent Bank worth $1.26K as of Q2 2026.
  • Physician Wealth Advisors bought 8 Independent Bank shares in Q2 2026, an estimated $635.
  • Independent Bank made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1728 holding.
  • Physician Wealth Advisors first reported a position in Independent Bank in Q4 2025 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.