Smithfield Trust’s Independent Bank INDB Stock Holding History

Smithfield Trust’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
2025 Q1	–	Sell	-85	Closed	-$6K	–	1057
2024 Q4	$6K	Hold	85	–	–	﹤0.01%	957
2024 Q3	$5K	Hold	85	–	–	﹤0.01%	940
2024 Q2	$5K	Hold	85	–	–	﹤0.01%	908
2024 Q1	$5K	Hold	85	–	–	﹤0.01%	926
2023 Q4	$6K	Hold	85	–	–	﹤0.01%	908
2023 Q3	$4K	Hold	85	–	–	﹤0.01%	935
2023 Q2	$3K	Hold	85	–	–	﹤0.01%	969
2023 Q1	$6K	Hold	85	–	–	﹤0.01%	863
2022 Q4	$7K	Hold	85	–	–	﹤0.01%	838
2022 Q3	$7K	Hold	85	–	–	﹤0.01%	828
2022 Q2	$7K	Hold	85	–	–	﹤0.01%	890
2022 Q1	$7K	Hold	85	–	–	﹤0.01%	915
2021 Q4	$7K	Hold	85	–	–	﹤0.01%	928
2021 Q3	$7K	Hold	85	–	–	﹤0.01%	933
2021 Q2	$6K	Hold	85	–	–	﹤0.01%	953
2021 Q1	$7K	Hold	85	–	–	﹤0.01%	932
2020 Q4	$6K	Hold	85	–	–	﹤0.01%	941
2020 Q3	$4K	Hold	85	–	–	﹤0.01%	968
2020 Q2	$6K	Hold	85	–	–	﹤0.01%	823
2020 Q1	$5K	Hold	85	–	–	﹤0.01%	772
2019 Q4	$7K	Hold	85	–	–	﹤0.01%	745
2019 Q3	$6K	Hold	85	–	–	﹤0.01%	801
2019 Q2	$6K	Hold	85	–	–	﹤0.01%	785
2019 Q1	$7K	Hold	85	–	–	﹤0.01%	717
2018 Q4	$6K	Hold	85	–	–	﹤0.01%	724
2018 Q3	$7K	Hold	85	–	–	﹤0.01%	778
2018 Q2	$7K	Hold	85	–	–	﹤0.01%	777
2018 Q1	$6K	Hold	85	–	–	﹤0.01%	793
2017 Q4	$6K	Buy	+85	New	+$6.09K	﹤0.01%	821

Other funds holding INDB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Smithfield Trust's INDB Position: Q1 2025 in Review

Smithfield Trust sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 85 shares — an estimated $6K sold.

Smithfield Trust first reported a position in INDB in Q4 2017 and held it in 29 quarters. The position peaked at $7K in Q4 2022. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

Smithfield Trust reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
Smithfield Trust sold 85 Independent Bank shares in Q1 2025, an estimated $6K.
Smithfield Trust first reported a position in Independent Bank in Q4 2017 and held it in 29 quarters.
Smithfield Trust's Independent Bank position peaked at $7K in Q4 2022.
288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Smithfield Trust's 13F filing for Q1 2025, filed 9 May 2025.