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Prestige Wealth Management Group’s Independent Bank INDB Stock Holding History

Prestige Wealth Management Group’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 		$5.39K Hold
71
– – ﹤0.01% 543
2025
Q4 		$5.23K Hold
71
– – ﹤0.01% 567
2025
Q3 		$4.95K Hold
71
– – ﹤0.01% 572
2025
Q2 		$4.51K Hold
71
– – ﹤0.01% 576
2025
Q1 		$4.49K Hold
71
– – ﹤0.01% 586
2024
Q4 		$4.6K Hold
71
– – ﹤0.01% 628
2024
Q3 		$4.24K Hold
71
– – ﹤0.01% 633
2024
Q2 		$3.6K Hold
71
– – ﹤0.01% 614
2024
Q1 		$3.73K Hold
71
– – ﹤0.01% 635
2023
Q4 		$4.71K Hold
71
– – ﹤0.01% 593
2023
Q3 		$3.52K Hold
71
– – ﹤0.01% 640
2023
Q2 		$3.2K Buy
+71
New +$3.68K ﹤0.01% 685

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

Prestige Wealth Management Group's INDB Position: Q1 2026 in Review

Prestige Wealth Management Group held its Independent Bank (INDB) position steady in Q1 2026 at 71 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Prestige Wealth Management Group first reported a position in INDB in Q2 2023 and has held it in 12 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Prestige Wealth Management Group held 71 shares of Independent Bank worth $5.39K as of Q1 2026.
  • Prestige Wealth Management Group left its Independent Bank share count unchanged in Q1 2026.
  • Independent Bank made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #543 holding.
  • Prestige Wealth Management Group first reported a position in Independent Bank in Q2 2023 and has held it in 12 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.