Steward Partners Investment Advisory’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.2K | Buy |
504
+123
| +32% | +$9.76K | ﹤0.01% | 3047 |
|
|
2026
Q1 | $28.7K | Sell |
381
-8
| -2% | -$627 | ﹤0.01% | 3067 |
|
|
2025
Q4 | $28.4K | Buy |
389
+3
| +0.8% | +$213 | ﹤0.01% | 2979 |
|
|
2025
Q3 | $26.7K | Buy |
386
+13
| +3% | +$884 | ﹤0.01% | 2945 |
|
|
2025
Q2 | $23.5K | Buy |
373
+3
| +0.8% | +$182 | ﹤0.01% | 2846 |
|
|
2025
Q1 | $23.2K | Buy |
370
+3
| +0.8% | +$197 | ﹤0.01% | 2740 |
|
|
2024
Q4 | $23.6K | Buy |
367
+3
| +0.8% | +$200 | ﹤0.01% | 2702 |
|
|
2024
Q3 | $21.6K | Buy |
364
+3
| +0.8% | +$176 | ﹤0.01% | 2634 |
|
|
2024
Q2 | $18.3K | Buy |
361
+3
| +0.8% | +$150 | ﹤0.01% | 2572 |
|
|
2024
Q1 | $18.6K | Buy |
358
+3
| +0.8% | +$166 | ﹤0.01% | 2549 |
|
|
2023
Q4 | $23.4K | Buy |
355
+3
| +0.9% | +$166 | ﹤0.01% | 2336 |
|
|
2023
Q3 | $17.3K | Buy |
352
+275
| +357% | +$14.6K | ﹤0.01% | 2382 |
|
|
2023
Q2 | $3.43K | Hold |
77
| – | – | ﹤0.01% | 2912 |
|
|
2023
Q1 | $5.05K | Hold |
77
| – | – | ﹤0.01% | 2786 |
|
|
2022
Q4 | $6.5K | Hold |
77
| – | – | ﹤0.01% | 2681 |
|
|
2022
Q3 | $6K | Hold |
77
| – | – | ﹤0.01% | 2700 |
|
|
2022
Q2 | $6K | Hold |
77
| – | – | ﹤0.01% | 2692 |
|
|
2022
Q1 | $6K | Hold |
77
| – | – | ﹤0.01% | 2826 |
|
|
2021
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 2764 |
|
|
2021
Q3 | $6K | Sell |
77
-18
| -19% | -$1.32K | ﹤0.01% | 2752 |
|
|
2021
Q2 | $7K | Hold |
95
| – | – | ﹤0.01% | 6375 |
|
|
2021
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 2872 |
|
|
2020
Q4 | $7K | Hold |
95
| – | – | ﹤0.01% | 2422 |
|
|
2020
Q3 | $5K | Hold |
95
| – | – | ﹤0.01% | 2366 |
|
|
2020
Q2 | $6K | Hold |
95
| – | – | ﹤0.01% | 2218 |
|
|
2020
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 2025 |
|
|
2019
Q4 | $7K | Hold |
95
| – | – | ﹤0.01% | 2144 |
|
|
2019
Q3 | $7K | Sell |
95
-960
| -91% | -$69.6K | ﹤0.01% | 2131 |
|
|
2019
Q2 | $80K | Buy |
+1,055
| New | +$82.2K | ﹤0.01% | 1145 |
|
|
2018
Q4 | – | Sell |
-95
| Closed | -$8K | – | 1427 |
|
|
2018
Q3 | $8K | Hold |
95
| – | – | ﹤0.01% | 1963 |
|
|
2018
Q2 | $7K | Hold |
95
| – | – | ﹤0.01% | 1874 |
|
|
2018
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 1726 |
|
|
2017
Q4 | $6K | Hold |
95
| – | – | ﹤0.01% | 1465 |
|
|
2017
Q3 | $7K | Hold |
95
| – | – | ﹤0.01% | 1204 |
|
|
2017
Q2 | $6K | Hold |
95
| – | – | ﹤0.01% | 1174 |
|
|
2017
Q1 | $6K | Buy |
+95
| New | +$6.13K | ﹤0.01% | 1073 |
|
Other funds holding INDB
RT
CCM
NAMI
Steward Partners Investment Advisory's INDB Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Independent Bank (INDB) stake by 32% in Q2 2026, buying an estimated $9.76K and bringing the position to 504 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.
Steward Partners Investment Advisory first reported a position in INDB in Q1 2017 and has held it in 36 quarters since. The position peaked at $80K in Q2 2019. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.
- Steward Partners Investment Advisory held 504 shares of Independent Bank worth $42.2K as of Q2 2026.
- Steward Partners Investment Advisory bought 123 Independent Bank shares in Q2 2026, an estimated $9.76K.
- Independent Bank made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3047 holding.
- Steward Partners Investment Advisory first reported a position in Independent Bank in Q1 2017 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Independent Bank position peaked at $80K in Q2 2019.
- 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.