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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Private Wealth Management Group's INDB Position: Q2 2026 in Review

Private Wealth Management Group held its Independent Bank (INDB) position steady in Q2 2026 at 27 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Private Wealth Management Group first reported a position in INDB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.54K in Q1 2024. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Private Wealth Management Group held 27 shares of Independent Bank worth $2.26K as of Q2 2026.
Private Wealth Management Group left its Independent Bank share count unchanged in Q2 2026.
Independent Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1123 holding.
Private Wealth Management Group first reported a position in Independent Bank in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Independent Bank position peaked at $3.54K in Q1 2024.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.