SWM
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SHP Wealth Management’s Independent Bank INDB Stock Holding History

SHP Wealth Management’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 		$163K Sell
1,944
-425
-18% -$33.7K 0.01% 341
2026
Q1 		$178K Sell
2,369
-14
-0.6% -$1.1K 0.01% 287
2025
Q4 		$174K Buy
+2,383
New +$169K 0.01% 273

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

SHP Wealth Management's INDB Position: Q2 2026 in Review

SHP Wealth Management reduced its Independent Bank (INDB) stake by 18% in Q2 2026, selling an estimated $33.7K and leaving 1,944 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #341.

SHP Wealth Management first reported a position in INDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $178K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • SHP Wealth Management held 1,944 shares of Independent Bank worth $163K as of Q2 2026.
  • SHP Wealth Management sold 425 Independent Bank shares in Q2 2026, an estimated $33.7K.
  • Independent Bank made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #341 holding.
  • SHP Wealth Management first reported a position in Independent Bank in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Independent Bank position peaked at $178K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.