Rockefeller Capital Management
INDB icon

Rockefeller Capital Management’s Independent Bank INDB Stock Holding History

Rockefeller Capital 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 		$158K Buy
2,037
+105
+5% +$8.76K ﹤0.01% 2813
2026
Q2 		$162K Buy
1,932
+774
+67% +$61.4K ﹤0.01% 2714
2026
Q1 		$87.2K Buy
1,158
+322
+39% +$25.2K ﹤0.01% 2956
2025
Q4 		$61.1K Buy
836
+362
+76% +$25.7K ﹤0.01% 2976
2025
Q3 		$32.8K Buy
+474
New +$32.2K ﹤0.01% 3112
2023
Q1 		– Sell
-837
Closed -$70K – 2912
2022
Q4 		$70K Sell
837
-1,682
-67% -$143K ﹤0.01% 2216
2022
Q3 		$187K Buy
2,519
+695
+38% +$56.2K ﹤0.01% 1679
2022
Q2 		$144K Buy
1,824
+17
+0.9% +$1.35K ﹤0.01% 1766
2022
Q1 		$147K Sell
1,807
-625
-26% -$52.8K ﹤0.01% 1819
2021
Q4 		$198K Buy
2,432
+2,359
+3,232% +$196K ﹤0.01% 1650
2021
Q3 		$5K Hold
73
– – ﹤0.01% 3173
2021
Q2 		$5K Hold
73
– – ﹤0.01% 3034
2021
Q1 		$6K Buy
+73
New +$6.1K ﹤0.01% 2841
2019
Q4 		– Sell
-74
Closed -$6K – 2126
2019
Q3 		$6K Hold
74
– – ﹤0.01% 1578
2019
Q2 		$6K Buy
+74
New +$5.76K ﹤0.01% 1393

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

Rockefeller Capital Management's INDB Position: Q3 2026 in Review

Rockefeller Capital Management increased its Independent Bank (INDB) stake by 5.4% in Q3 2026, buying an estimated $8.76K and bringing the position to 2,037 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2813.

Rockefeller Capital Management first reported a position in INDB in Q2 2019 and has held it in 15 quarters since. The position peaked at $198K in Q4 2021. 279 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Rockefeller Capital Management held 2,037 shares of Independent Bank worth $158K as of Q3 2026.
  • Rockefeller Capital Management bought 105 Independent Bank shares in Q3 2026, an estimated $8.76K.
  • Independent Bank made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2813 holding.
  • Rockefeller Capital Management first reported a position in Independent Bank in Q2 2019 and has held it in 15 quarters since.
  • Rockefeller Capital Management's Independent Bank position peaked at $198K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.