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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
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 		$7.05K Buy
+102
New +$6.93K ﹤0.01% 1586

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Root Financial Partners's INDB Position: Q2 2026 in Review

Root Financial Partners sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 207 shares — an estimated $15.6K sold.

Root Financial Partners first reported a position in INDB in Q3 2025 and held it in 3 quarters. The position peaked at $15.6K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Root Financial Partners reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 207 Independent Bank shares in Q2 2026, an estimated $15.6K.
  • Root Financial Partners first reported a position in Independent Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Independent Bank position peaked at $15.6K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.