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Sequoia Financial Advisors’s Independent Bank INDB Stock Holding History

Sequoia Financial Advisors’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 		$211K Sell
2,519
-264
-9% -$20.9K ﹤0.01% 1946
2026
Q1 		$209K Sell
2,783
-841
-23% -$65.9K ﹤0.01% 1767
2025
Q4 		$265K Buy
3,624
+497
+16% +$35.3K ﹤0.01% 1634
2025
Q3 		$216K Sell
3,127
-164
-5% -$11.1K ﹤0.01% 1595
2025
Q2 		$207K Sell
3,291
-7
-0.2% -$426 ﹤0.01% 1469
2025
Q1 		$207K Sell
3,298
-602
-15% -$39.6K ﹤0.01% 1253
2024
Q4 		$250K Sell
3,900
-22
-0.6% -$1.47K ﹤0.01% 1108
2024
Q3 		$232K Sell
3,922
-86
-2% -$5.06K ﹤0.01% 1102
2024
Q2 		$203K Sell
4,008
-268
-6% -$13.4K ﹤0.01% 1101
2024
Q1 		$222K Sell
4,276
-133
-3% -$7.35K ﹤0.01% 1003
2023
Q4 		$290K Sell
4,409
-527
-11% -$29.1K ﹤0.01% 947
2023
Q3 		$242K Buy
+4,936
New +$263K ﹤0.01% 779

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 $2.61B AUM 14.26% 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

Sequoia Financial Advisors's INDB Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Independent Bank (INDB) stake by 9.5% in Q2 2026, selling an estimated $20.9K and leaving 2,519 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Sequoia Financial Advisors first reported a position in INDB in Q3 2023 and has held it in 12 quarters since. The position peaked at $290K in Q4 2023. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Sequoia Financial Advisors held 2,519 shares of Independent Bank worth $211K as of Q2 2026.
  • Sequoia Financial Advisors sold 264 Independent Bank shares in Q2 2026, an estimated $20.9K.
  • Independent Bank made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1946 holding.
  • Sequoia Financial Advisors first reported a position in Independent Bank in Q3 2023 and has held it in 12 quarters since.
  • Sequoia Financial Advisors's Independent Bank position peaked at $290K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.