Stifel Financial
INDB icon

Stifel Financial’s Independent Bank INDB Stock Holding History

Stifel Financial’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 		$226K Sell
2,705
-1,005
-27% -$79.7K ﹤0.01% 3446
2026
Q1 		$279K Sell
3,710
-52
-1% -$4.08K ﹤0.01% 3232
2025
Q4 		$275K Buy
3,762
+48
+1% +$3.41K ﹤0.01% 3211
2025
Q3 		$257K Buy
+3,714
New +$252K ﹤0.01% 3210
2025
Q1 		– Sell
-4,149
Closed -$266K – 3485
2024
Q4 		$266K Buy
+4,149
New +$277K ﹤0.01% 3021
2023
Q2 		– Sell
-12,288
Closed -$806K – 3363
2023
Q1 		$806K Buy
12,288
+2,042
+20% +$156K ﹤0.01% 2204
2022
Q4 		$865K Sell
10,246
-1,342
-12% -$114K ﹤0.01% 2108
2022
Q3 		$864K Sell
11,588
-599
-5% -$48.4K ﹤0.01% 2069
2022
Q2 		$968K Sell
12,187
-506
-4% -$40.2K ﹤0.01% 2019
2022
Q1 		$1.04M Sell
12,693
-452
-3% -$38.2K ﹤0.01% 2089
2021
Q4 		$1.07M Buy
13,145
+5,571
+74% +$463K ﹤0.01% 2072
2021
Q3 		$577K Sell
7,574
-37
-0.5% -$2.71K ﹤0.01% 2494
2021
Q2 		$575K Buy
7,611
+74
+1% +$5.95K ﹤0.01% 2505
2021
Q1 		$635K Buy
7,537
+1,238
+20% +$103K ﹤0.01% 2325
2020
Q4 		$460K Sell
6,299
-14,730
-70% -$956K ﹤0.01% 2380
2020
Q3 		$1.1M Buy
21,029
+14,209
+208% +$884K ﹤0.01% 1564
2020
Q2 		$458K Buy
6,820
+387
+6% +$26K ﹤0.01% 2096
2020
Q1 		$409K Sell
6,433
-1,480
-19% -$106K ﹤0.01% 1990
2019
Q4 		$652K Sell
7,913
-56
-0.7% -$4.58K ﹤0.01% 2093
2019
Q3 		$598K Sell
7,969
-114
-1% -$8.27K ﹤0.01% 2066
2019
Q2 		$619K Buy
8,083
+4,304
+114% +$335K ﹤0.01% 2096
2019
Q1 		$306K Buy
+3,779
New +$299K ﹤0.01% 2342

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
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

Stifel Financial's INDB Position: Q2 2026 in Review

Stifel Financial reduced its Independent Bank (INDB) stake by 27% in Q2 2026, selling an estimated $79.7K and leaving 2,705 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Stifel Financial first reported a position in INDB in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.1M in Q3 2020. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Stifel Financial held 2,705 shares of Independent Bank worth $226K as of Q2 2026.
  • Stifel Financial sold 1,005 Independent Bank shares in Q2 2026, an estimated $79.7K.
  • Independent Bank made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3446 holding.
  • Stifel Financial first reported a position in Independent Bank in Q1 2019 and has held it in 22 quarters since.
  • Stifel Financial's Independent Bank position peaked at $1.1M in Q3 2020.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.