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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
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
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 $3.37T AUM 44.26% 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

SHP Wealth Management's INDB Position: Q1 2026 in Review

SHP Wealth Management reduced its Independent Bank (INDB) stake by 0.59% in Q1 2026, selling an estimated $1.1K and leaving 2,369 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #287.

SHP Wealth Management first reported a position in INDB in Q4 2025 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • SHP Wealth Management held 2,369 shares of Independent Bank worth $178K as of Q1 2026.
  • SHP Wealth Management sold 14 Independent Bank shares in Q1 2026, an estimated $1.1K.
  • Independent Bank made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #287 holding.
  • SHP Wealth Management first reported a position in Independent Bank in Q4 2025 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.