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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
Q2 		$47.3K Hold
565
– – ﹤0.01% 537
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 $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

Strategic Wealth Partners's INDB Position: Q2 2026 in Review

Strategic Wealth Partners held its Independent Bank (INDB) position steady in Q2 2026 at 565 shares worth $47.3K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Strategic Wealth Partners first reported a position in INDB in Q2 2025 and has held it in 5 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Strategic Wealth Partners held 565 shares of Independent Bank worth $47.3K as of Q2 2026.
  • Strategic Wealth Partners left its Independent Bank share count unchanged in Q2 2026.
  • Independent Bank made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #537 holding.
  • Strategic Wealth Partners first reported a position in Independent Bank in Q2 2025 and has held it in 5 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.