PWMG
INDB icon

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
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

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