PS
INDB icon

Principal Securities’s Independent Bank INDB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-27
Closed -$1.87K – 2410
2025
Q3 		$1.87K Buy
27
+2
+8% +$136 ﹤0.01% 3252
2025
Q2 		$1.57K Hold
25
– – ﹤0.01% 3216
2025
Q1 		$1.6K Hold
25
– – ﹤0.01% 3094
2024
Q4 		$1.6K Buy
25
+2
+9% +$133 ﹤0.01% 3088
2024
Q3 		$1.36K Buy
23
+11
+92% +$647 ﹤0.01% 3062
2024
Q2 		$609 Hold
12
– – ﹤0.01% 3166
2024
Q1 		$624 Sell
12
-14
-54% -$774 ﹤0.01% 3114
2023
Q4 		$1.71K Buy
+26
New +$1.44K ﹤0.01% 2850

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Principal Securities's INDB Position: Q4 2025 in Review

Principal Securities sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 27 shares — an estimated $1.87K sold.

Principal Securities first reported a position in INDB in Q4 2023 and held it in 8 quarters. The position peaked at $1.87K in Q3 2025. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

  • Principal Securities reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 27 Independent Bank shares in Q4 2025, an estimated $1.87K.
  • Principal Securities first reported a position in Independent Bank in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Independent Bank position peaked at $1.87K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.