Rafferty Asset Management
INDB icon

Rafferty Asset Management’s Independent Bank INDB Stock Holding History

Rafferty 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
2026
Q3 		$2.09M Sell
26,948
-1,441
-5% -$120K 0.01% 620
2026
Q2 		$2.38M Sell
28,389
-6,495
-19% -$515K 0.01% 601
2026
Q1 		$2.62M Sell
34,884
-7,866
-18% -$617K 0.01% 553
2025
Q4 		$3.12M Sell
42,750
-19,196
-31% -$1.36M 0.01% 548
2025
Q3 		$4.28M Buy
61,946
+13,385
+28% +$910K 0.01% 461
2025
Q2 		$3.05M Buy
48,561
+8,870
+22% +$539K 0.01% 498
2025
Q1 		$2.49M Sell
39,691
-11,350
-22% -$746K 0.01% 520
2024
Q4 		$3.28M Sell
51,041
-2,130
-4% -$142K 0.01% 503
2024
Q3 		$3.14M Sell
53,171
-30,850
-37% -$1.81M 0.01% 526
2024
Q2 		$4.26M Buy
84,021
+18,799
+29% +$940K 0.02% 451
2024
Q1 		$3.39M Buy
65,222
+11,736
+22% +$649K 0.01% 549
2023
Q4 		$3.52M Buy
53,486
+19,810
+59% +$1.09M 0.01% 517
2023
Q3 		$1.65M Sell
33,676
-20,499
-38% -$1.09M 0.01% 668
2023
Q2 		$2.41M Buy
54,175
+23,703
+78% +$1.23M 0.01% 595
2023
Q1 		$2M Buy
30,472
+21,678
+247% +$1.66M 0.01% 612
2022
Q4 		$742K Sell
8,794
-3,760
-30% -$319K 0.01% 821
2022
Q3 		$936K Buy
12,554
+755
+6% +$61K 0.01% 702
2022
Q2 		$937K Sell
11,799
-11,565
-49% -$919K 0.01% 667
2022
Q1 		$1.91M Sell
23,364
-119
-0.5% -$10K 0.01% 617
2021
Q4 		$1.92M Sell
23,483
-1,013
-4% -$84.1K 0.01% 679
2021
Q3 		$1.86M Sell
24,496
-5,392
-18% -$395K 0.01% 655
2021
Q2 		$2.26M Buy
29,888
+12,323
+70% +$991K 0.01% 652
2021
Q1 		$1.48M Buy
17,565
+11,828
+206% +$988K 0.01% 693
2020
Q4 		$419K Sell
5,737
-967
-14% -$62.8K ﹤0.01% 721
2020
Q3 		$351K Sell
6,704
-1,157
-15% -$71.9K ﹤0.01% 768
2020
Q2 		$527K Buy
+7,861
New +$529K 0.01% 699

Other funds holding INDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Channing Capital Management
Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Rafferty Asset Management's INDB Position: Q3 2026 in Review

Rafferty Asset Management reduced its Independent Bank (INDB) stake by 5.1% in Q3 2026, selling an estimated $120K and leaving 26,948 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #620.

Rafferty Asset Management first reported a position in INDB in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.28M in Q3 2025. 279 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Rafferty Asset Management held 26,948 shares of Independent Bank worth $2.09M as of Q3 2026.
  • Rafferty Asset Management sold 1,441 Independent Bank shares in Q3 2026, an estimated $120K.
  • Independent Bank made up 0.01% of Rafferty Asset Management's portfolio in Q3 2026, its #620 holding.
  • Rafferty Asset Management first reported a position in Independent Bank in Q2 2020 and has held it in 26 quarters since.
  • Rafferty Asset Management's Independent Bank position peaked at $4.28M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Rafferty Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.