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Private Wealth Asset Management’s Independent Bank INDB Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-10
Closed -$627 – 1171
2025
Q1 		$627 Buy
+10
New +$657 ﹤0.01% 969

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Private Wealth Asset Management's INDB Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Independent Bank (INDB) in Q2 2025, closing a stake of 10 shares — an estimated $627 sold.

Private Wealth Asset Management first reported a position in INDB in Q1 2025 and held it in 1 quarter. The position peaked at $627 in Q1 2025. 294 funds tracked by Wall St. Rank hold INDB as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Independent Bank position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 10 Independent Bank shares in Q2 2025, an estimated $627.
  • Private Wealth Asset Management first reported a position in Independent Bank in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Independent Bank position peaked at $627 in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Independent Bank as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.