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Strategic Wealth Partners’s Independent Bank INDB Stock Holding History

Strategic Wealth Partners’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
Q1 		$42.5K Hold
565
– – ﹤0.01% 543
2025
Q4 		$41.3K Hold
565
– – ﹤0.01% 551
2025
Q3 		$39.1K Hold
565
– – ﹤0.01% 607
2025
Q2 		$35.5K Buy
+565
New +$34.3K ﹤0.01% 555

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Strategic Wealth Partners's INDB Position: Q1 2026 in Review

Strategic Wealth Partners held its Independent Bank (INDB) position steady in Q1 2026 at 565 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Strategic Wealth Partners first reported a position in INDB in Q2 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Strategic Wealth Partners held 565 shares of Independent Bank worth $42.5K as of Q1 2026.
  • Strategic Wealth Partners left its Independent Bank share count unchanged in Q1 2026.
  • Independent Bank made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #543 holding.
  • Strategic Wealth Partners first reported a position in Independent Bank in Q2 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.