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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rockefeller Capital Management's INDB Position: Q1 2026 in Review

Rockefeller Capital Management increased its Independent Bank (INDB) stake by 39% in Q1 2026, buying an estimated $25.2K and bringing the position to 1,158 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Rockefeller Capital Management first reported a position in INDB in Q2 2019 and has held it in 13 quarters since. The position peaked at $198K in Q4 2021. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Rockefeller Capital Management held 1,158 shares of Independent Bank worth $87.2K as of Q1 2026.
Rockefeller Capital Management bought 322 Independent Bank shares in Q1 2026, an estimated $25.2K.
Independent Bank made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2956 holding.
Rockefeller Capital Management first reported a position in Independent Bank in Q2 2019 and has held it in 13 quarters since.
Rockefeller Capital Management's Independent Bank position peaked at $198K in Q4 2021.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

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