Smartleaf Asset Management’s Independent Bank INDB Stock Holding History

Smartleaf Asset 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	$39.7K	Sell	539 -340	-39%	-$26.6K	﹤0.01%	1583
2025 Q4	$64.8K	Buy	879 +53	+6%	+$3.77K	﹤0.01%	1421
2025 Q3	$57.4K	Buy	826 +274	+50%	+$18.6K	﹤0.01%	1330
2025 Q2	$35.1K	Sell	552 -426	-44%	-$25.9K	﹤0.01%	1312
2025 Q1	$61.8K	Sell	978 -78	-7%	-$5.13K	0.01%	1047
2024 Q4	$67.7K	Buy	1,056 +542	+105%	+$36.1K	0.01%	1034
2024 Q3	$30K	Sell	514 -91	-15%	-$5.35K	﹤0.01%	1118
2024 Q2	$28.9K	Buy	+605	New	+$30.3K	﹤0.01%	892

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

Smartleaf Asset Management's INDB Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Independent Bank (INDB) stake by 39% in Q1 2026, selling an estimated $26.6K and leaving 539 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Smartleaf Asset Management first reported a position in INDB in Q2 2024 and has held it in 8 quarters since. The position peaked at $67.7K in Q4 2024. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

Smartleaf Asset Management held 539 shares of Independent Bank worth $39.7K as of Q1 2026.
Smartleaf Asset Management sold 340 Independent Bank shares in Q1 2026, an estimated $26.6K.
Independent Bank made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1583 holding.
Smartleaf Asset Management first reported a position in Independent Bank in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Independent Bank position peaked at $67.7K in Q4 2024.
332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.