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
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 $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

Rothschild Investment LLC's INDB Position: Q1 2026 in Review

Rothschild Investment LLC increased its Independent Bank (INDB) stake by 15% in Q1 2026, buying an estimated $1.33K and bringing the position to 131 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Rothschild Investment LLC first reported a position in INDB in Q1 2024 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Rothschild Investment LLC held 131 shares of Independent Bank worth $9.85K as of Q1 2026.
  • Rothschild Investment LLC bought 17 Independent Bank shares in Q1 2026, an estimated $1.33K.
  • Independent Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1691 holding.
  • Rothschild Investment LLC first reported a position in Independent Bank in Q1 2024 and has held it in 9 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.