RIL
INDB icon

Rothschild Investment LLC’s Independent Bank INDB Stock Holding History

Rothschild Investment LLC’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 		$11K Hold
131
– – ﹤0.01% 1829
2026
Q1 		$9.85K Buy
131
+17
+15% +$1.33K ﹤0.01% 1691
2025
Q4 		$8.33K Buy
114
+13
+13% +$924 ﹤0.01% 1640
2025
Q3 		$6.99K Sell
101
-14
-12% -$952 ﹤0.01% 1574
2025
Q2 		$7.23K Buy
115
+30
+35% +$1.82K ﹤0.01% 1345
2025
Q1 		$5.33K Buy
85
+35
+70% +$2.3K ﹤0.01% 1409
2024
Q4 		$3.21K Buy
50
+10
+25% +$667 ﹤0.01% 1537
2024
Q3 		$2.37K Buy
40
+25
+167% +$1.47K ﹤0.01% 1641
2024
Q2 		$761 Buy
15
+10
+200% +$500 ﹤0.01% 1810
2024
Q1 		$260 Buy
+5
New +$276 ﹤0.01% 1628

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's INDB Position: Q2 2026 in Review

Rothschild Investment LLC held its Independent Bank (INDB) position steady in Q2 2026 at 131 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Rothschild Investment LLC first reported a position in INDB in Q1 2024 and has held it in 10 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Rothschild Investment LLC held 131 shares of Independent Bank worth $11K as of Q2 2026.
  • Rothschild Investment LLC left its Independent Bank share count unchanged in Q2 2026.
  • Independent Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1829 holding.
  • Rothschild Investment LLC first reported a position in Independent Bank in Q1 2024 and has held it in 10 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.