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Pinnacle Wealth Planning Services’s Independent Bank INDB Stock Holding History

Pinnacle Wealth Planning Services’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 		$204K Buy
2,442
+15
+0.6% +$1.19K 0.02% 513
2026
Q1 		$183K Sell
2,427
-3
-0.1% -$235 0.02% 512
2025
Q4 		$178K Buy
+2,430
New +$173K 0.02% 505
2021
Q1 		– Sell
-82
Closed -$6K – 1115
2020
Q4 		$6K Buy
+82
New +$5.32K ﹤0.01% 1590

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 $3.37T AUM 44.26% 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 $2.55B AUM 17.04% 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

Pinnacle Wealth Planning Services's INDB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Independent Bank (INDB) stake by 0.62% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,442 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #513.

Pinnacle Wealth Planning Services first reported a position in INDB in Q4 2020 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,442 shares of Independent Bank worth $204K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 15 Independent Bank shares in Q2 2026, an estimated $1.19K.
  • Independent Bank made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #513 holding.
  • Pinnacle Wealth Planning Services first reported a position in Independent Bank in Q4 2020 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.