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Root Financial Partners’s Independent Bank INDB Stock Holding History

Root Financial Partners’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 		$15.6K Buy
207
+97
+88% +$7.6K ﹤0.01% 1462
2025
Q4 		$8.04K Buy
110
+8
+8% +$568 ﹤0.01% 1594
2025
Q3 		$7.05K Buy
+102
New +$6.93K ﹤0.01% 1586

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

Root Financial Partners's INDB Position: Q1 2026 in Review

Root Financial Partners increased its Independent Bank (INDB) stake by 88% in Q1 2026, buying an estimated $7.6K and bringing the position to 207 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Root Financial Partners first reported a position in INDB in Q3 2025 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Root Financial Partners held 207 shares of Independent Bank worth $15.6K as of Q1 2026.
  • Root Financial Partners bought 97 Independent Bank shares in Q1 2026, an estimated $7.6K.
  • Independent Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1462 holding.
  • Root Financial Partners first reported a position in Independent Bank in Q3 2025 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.