Spire Wealth Management’s Independent Bank INDB Stock Holding History

Spire Wealth 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 Q2	$1K	Hold	12	–	–	﹤0.01%	2136
2026 Q1	$903	Hold	12	–	–	﹤0.01%	2163
2025 Q4	$877	Hold	12	–	–	﹤0.01%	2212
2025 Q3	$830	Hold	12	–	–	﹤0.01%	2302
2025 Q2	$755	Hold	12	–	–	﹤0.01%	2324
2025 Q1	$752	Hold	12	–	–	﹤0.01%	2425
2024 Q4	$770	Hold	12	–	–	﹤0.01%	2404
2024 Q3	$710	Buy	+12	New	+$705	﹤0.01%	2126

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

Spire Wealth Management's INDB Position: Q2 2026 in Review

Spire Wealth Management held its Independent Bank (INDB) position steady in Q2 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Spire Wealth Management first reported a position in INDB in Q3 2024 and has held it in 8 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

Spire Wealth Management held 12 shares of Independent Bank worth $1K as of Q2 2026.
Spire Wealth Management left its Independent Bank share count unchanged in Q2 2026.
Independent Bank made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2136 holding.
Spire Wealth Management first reported a position in Independent Bank in Q3 2024 and has held it in 8 quarters since.
353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.