Ray Dalio
INDB icon

Ray Dalio’s Independent Bank INDB Stock Holding History

Ray Dalio’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 		$15.4M Sell
205,297
-1,476
-0.7% -$116K 0.07% 197
2025
Q4 		$15.1M Buy
206,773
+108,187
+110% +$7.69M 0.06% 257
2025
Q3 		$6.82M Buy
+98,586
New +$6.7M 0.03% 415

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's INDB Position: Q1 2026 in Review

Ray Dalio reduced its Independent Bank (INDB) stake by 0.71% in Q1 2026, selling an estimated $116K and leaving 205,297 shares worth $15.4M. The position accounts for 0.07% of the portfolio, ranked #197.

Ray Dalio first reported a position in INDB in Q3 2025 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Ray Dalio held 205,297 shares of Independent Bank worth $15.4M as of Q1 2026.
  • Ray Dalio sold 1,476 Independent Bank shares in Q1 2026, an estimated $116K.
  • Independent Bank made up 0.07% of Ray Dalio's portfolio in Q1 2026, its #197 holding.
  • Ray Dalio first reported a position in Independent Bank in Q3 2025 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.