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Steward Financial Group’s Independent Bank INDB Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+27
New +$1.44K ﹤0.01% 1169
2022
Q3 		– Sell
-17
Closed -$1K – 670
2022
Q2 		$1K Buy
+17
New +$1.35K ﹤0.01% 767

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Steward Financial Group's INDB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Independent Bank (INDB) in Q3 2023: 27 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in INDB as recently as Q2 2022.

Steward Financial Group first reported a position in INDB in Q2 2022 and has held it in 2 quarters since. 255 funds tracked by Wall St. Rank hold INDB as of Q3 2023.

  • Steward Financial Group held 27 shares of Independent Bank worth $1K as of Q3 2023.
  • Independent Bank was a new Steward Financial Group position in Q3 2023.
  • Independent Bank made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1169 holding.
  • Steward Financial Group first reported a position in Independent Bank in Q2 2022 and has held it in 2 quarters since.
  • 255 funds tracked by Wall St. Rank held Independent Bank as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.