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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Siena Capital Partners's INDB Position: Q1 2026 in Review

Siena Capital Partners held its Independent Bank (INDB) position steady in Q1 2026 at 42,370 shares worth $3.19M. The position accounts for 0.83% of the portfolio, ranked #57.

Siena Capital Partners first reported a position in INDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.45M in Q3 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Siena Capital Partners held 42,370 shares of Independent Bank worth $3.19M as of Q1 2026.
Siena Capital Partners left its Independent Bank share count unchanged in Q1 2026.
Independent Bank made up 0.83% of Siena Capital Partners's portfolio in Q1 2026, its #57 holding.
Siena Capital Partners first reported a position in Independent Bank in Q2 2024 and has held it in 8 quarters since.
Siena Capital Partners's Independent Bank position peaked at $4.45M in Q3 2025.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Siena Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.