RA
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Rise Advisors’s Independent Bank INDB Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-2
Closed -$162 – 734
2025
Q3 		$162 Sell
2
-16
-89% -$1.09K ﹤0.01% 1474
2025
Q2 		$1.15K Buy
18
+2
+13% +$122 ﹤0.01% 1266
2025
Q1 		$1.02K Sell
16
-296
-95% -$19.5K ﹤0.01% 1253
2024
Q4 		$20.1K Buy
312
+3
+1% +$200 0.01% 656
2024
Q3 		$18.3K Buy
309
+3
+1% +$176 0.01% 748
2024
Q2 		$15.5K Buy
306
+4
+1% +$200 0.01% 806
2024
Q1 		$15.7K Buy
+302
New +$16.7K 0.01% 831

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Rise Advisors's INDB Position: Q4 2025 in Review

Rise Advisors sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 2 shares — an estimated $162 sold.

Rise Advisors first reported a position in INDB in Q1 2024 and held it in 7 quarters. The position peaked at $20.1K in Q4 2024. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

  • Rise Advisors reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2 Independent Bank shares in Q4 2025, an estimated $162.
  • Rise Advisors first reported a position in Independent Bank in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Independent Bank position peaked at $20.1K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.