Root Financial Partners
INDB icon

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
Q3 		$23K Buy
+296
New +$24.7K ﹤0.01% 1478
2026
Q2 		– Sell
-207
Closed -$15.6K – 1755
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 		$7.06K Buy
+102
New +$6.93K ﹤0.01% 1586

Other funds holding INDB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Root Financial Partners's INDB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Independent Bank (INDB) in Q3 2026: 296 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INDB as recently as Q1 2026.

Root Financial Partners first reported a position in INDB in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

  • Root Financial Partners held 296 shares of Independent Bank worth $23K as of Q3 2026.
  • Independent Bank was a new Root Financial Partners position in Q3 2026.
  • Independent Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1478 holding.
  • Root Financial Partners first reported a position in Independent Bank in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.