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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Wealth Planning Services's INDB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Independent Bank (INDB) stake by 0.12% in Q1 2026, selling an estimated $235 and leaving 2,427 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #512.

Pinnacle Wealth Planning Services first reported a position in INDB in Q4 2020 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,427 shares of Independent Bank worth $183K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3 Independent Bank shares in Q1 2026, an estimated $235.
  • Independent Bank made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #512 holding.
  • Pinnacle Wealth Planning Services first reported a position in Independent Bank in Q4 2020 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.