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

Private 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 Q3	$1.94K	Sell	25 -2	-7%	-$167	﹤0.01%	1195
2026 Q2	$2.26K	Hold	27	–	–	﹤0.01%	1123
2026 Q1	$2.03K	Hold	27	–	–	﹤0.01%	1084
2025 Q4	$1.97K	Sell	27 -10	-27%	-$710	﹤0.01%	1086
2025 Q3	$2.56K	Hold	37	–	–	﹤0.01%	1032
2025 Q2	$2.33K	Hold	37	–	–	﹤0.01%	1040
2025 Q1	$2.32K	Hold	37	–	–	﹤0.01%	1008
2024 Q4	$2.38K	Hold	37	–	–	﹤0.01%	1023
2024 Q3	$2.19K	Hold	37	–	–	﹤0.01%	1026
2024 Q2	$1.88K	Sell	37 -31	-46%	-$1.55K	﹤0.01%	1069
2024 Q1	$3.54K	Buy	68 +38	+127%	+$2.1K	﹤0.01%	750
2023 Q4	$1.98K	Buy	+30	New	+$1.66K	﹤0.01%	988

Other funds holding INDB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Management Group's INDB Position: Q3 2026 in Review

Private Wealth Management Group reduced its Independent Bank (INDB) stake by 7.4% in Q3 2026, selling an estimated $167 and leaving 25 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Private Wealth Management Group first reported a position in INDB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.54K in Q1 2024. 229 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

Private Wealth Management Group held 25 shares of Independent Bank worth $1.94K as of Q3 2026.
Private Wealth Management Group sold 2 Independent Bank shares in Q3 2026, an estimated $167.
Independent Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1195 holding.
Private Wealth Management Group first reported a position in Independent Bank in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Independent Bank position peaked at $3.54K in Q1 2024.
229 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.