RWM
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Rialto Wealth Management’s Independent Bank INDB Stock Holding History

Rialto Wealth 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
Q2 		$1.26K Buy
15
+2
+15% +$159 ﹤0.01% 1279
2026
Q1 		$978 Buy
13
+9
+225% +$705 ﹤0.01% 1115
2025
Q4 		$293 Buy
4
+2
+100% +$142 ﹤0.01% 1429
2025
Q3 		$139 Hold
2
– – ﹤0.01% 1559
2025
Q2 		$126 Buy
+2
New +$122 ﹤0.01% 1495

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
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

Rialto Wealth Management's INDB Position: Q2 2026 in Review

Rialto Wealth Management increased its Independent Bank (INDB) stake by 15% in Q2 2026, buying an estimated $159 and bringing the position to 15 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Rialto Wealth Management first reported a position in INDB in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Rialto Wealth Management held 15 shares of Independent Bank worth $1.26K as of Q2 2026.
  • Rialto Wealth Management bought 2 Independent Bank shares in Q2 2026, an estimated $159.
  • Independent Bank made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1279 holding.
  • Rialto Wealth Management first reported a position in Independent Bank in Q2 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.