SOA Wealth Advisors’s Independent Bank INDB Stock Holding History

SOA Wealth Advisors’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	$10.7K	Sell	128 -99	-44%	-$7.85K	﹤0.01%	604
2026 Q1	$17.1K	Buy	227 +101	+80%	+$7.92K	﹤0.01%	518
2025 Q4	$9.2K	Buy	126 +1	+0.8%	+$71	﹤0.01%	604
2025 Q3	$8.64K	Buy	125 +1	+0.8%	+$68	﹤0.01%	623
2025 Q2	$7.78K	Buy	124 +2	+2%	+$122	﹤0.01%	624
2025 Q1	$7.67K	Buy	122 +1	+0.8%	+$66	﹤0.01%	593
2024 Q4	$7.79K	Buy	121 +1	+0.8%	+$67	﹤0.01%	577
2024 Q3	$7.11K	Buy	120 +1	+0.8%	+$59	﹤0.01%	571
2024 Q2	$6.03K	Buy	119 +2	+2%	+$100	﹤0.01%	588
2024 Q1	$6.11K	Buy	117 +1	+0.9%	+$55	﹤0.01%	592
2023 Q4	$7.66K	Buy	116 +1	+0.9%	+$55	﹤0.01%	557
2023 Q3	$5.65K	Buy	115 +1	+0.9%	+$53	﹤0.01%	601
2023 Q2	$5.06K	Buy	114 +1	+0.9%	+$52	﹤0.01%	621
2023 Q1	$7.4K	Buy	113 +1	+0.9%	+$76	﹤0.01%	569
2022 Q4	$9.46K	Buy	112 +1	+0.9%	+$85	﹤0.01%	527
2022 Q3	$8K	Buy	111 +1	+0.9%	+$81	﹤0.01%	535
2022 Q2	$8K	Buy	110 +1	+0.9%	+$79	﹤0.01%	524
2022 Q1	$8K	Hold	109	–	–	﹤0.01%	621
2021 Q4	$8K	Buy	109 +1	+0.9%	+$83	﹤0.01%	604
2021 Q3	$8K	Buy	108 +1	+0.9%	+$73	﹤0.01%	624
2021 Q2	$8K	Hold	107	–	–	﹤0.01%	610
2021 Q1	$9K	Hold	107	–	–	﹤0.01%	526
2020 Q4	$8K	Buy	+107	New	+$6.95K	﹤0.01%	549

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

SOA Wealth Advisors's INDB Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Independent Bank (INDB) stake by 44% in Q2 2026, selling an estimated $7.85K and leaving 128 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

SOA Wealth Advisors first reported a position in INDB in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.1K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

SOA Wealth Advisors held 128 shares of Independent Bank worth $10.7K as of Q2 2026.
SOA Wealth Advisors sold 99 Independent Bank shares in Q2 2026, an estimated $7.85K.
Independent Bank made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #604 holding.
SOA Wealth Advisors first reported a position in Independent Bank in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Independent Bank position peaked at $17.1K in Q1 2026.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.