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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
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 $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

Rialto Wealth Management's INDB Position: Q1 2026 in Review

Rialto Wealth Management increased its Independent Bank (INDB) stake by 225% in Q1 2026, buying an estimated $705 and bringing the position to 13 shares worth $978. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Rialto Wealth Management first reported a position in INDB in Q2 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Rialto Wealth Management held 13 shares of Independent Bank worth $978 as of Q1 2026.
  • Rialto Wealth Management bought 9 Independent Bank shares in Q1 2026, an estimated $705.
  • Independent Bank made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1115 holding.
  • Rialto Wealth Management first reported a position in Independent Bank in Q2 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.