Siena Capital Partners’s Independent Bank INDB Stock Holding History

Siena Capital Partners’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	$3.55M	Hold	42,370	–	–	0.86%	52
2026 Q1	$3.19M	Hold	42,370	–	–	0.83%	57
2025 Q4	$3.1M	Sell	42,370 -22,030	-34%	-$1.57M	0.83%	56
2025 Q3	$4.45M	Buy	64,400 +4,400	+7%	+$299K	1.27%	28
2025 Q2	$3.77M	Hold	60,000	–	–	1.1%	39
2025 Q1	$3.76M	Hold	60,000	–	–	1.12%	37
2024 Q4	$3.85M	Hold	60,000	–	–	1.06%	39
2024 Q3	$3.55M	Hold	60,000	–	–	1.02%	47
2024 Q2	$3.04M	Buy	+60,000	New	+$3M	1%	45

Other funds holding INDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

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

Siena Capital Partners's INDB Position: Q2 2026 in Review

Siena Capital Partners held its Independent Bank (INDB) position steady in Q2 2026 at 42,370 shares worth $3.55M. The position accounts for 0.86% of the portfolio, ranked #52.

Siena Capital Partners first reported a position in INDB in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.45M in Q3 2025. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Siena Capital Partners held 42,370 shares of Independent Bank worth $3.55M as of Q2 2026.
Siena Capital Partners left its Independent Bank share count unchanged in Q2 2026.
Independent Bank made up 0.86% of Siena Capital Partners's portfolio in Q2 2026, its #52 holding.
Siena Capital Partners first reported a position in Independent Bank in Q2 2024 and has held it in 9 quarters since.
Siena Capital Partners's Independent Bank position peaked at $4.45M in Q3 2025.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Siena Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.