SSG
INDB icon

Summit Securities Group’s Independent Bank INDB Stock Holding History

Summit Securities 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
2026
Q2 		– Sell
-100
Closed -$7.52K – 1261
2026
Q1 		$7.52K Buy
+100
New +$7.84K ﹤0.01% 718
2024
Q2 		– Sell
-1,000
Closed -$52K – 669
2024
Q1 		$52K Buy
+1,000
New +$55.3K 0.01% 253
2023
Q3 		– Sell
-500
Closed -$22K – 787
2023
Q2 		$22K Buy
+500
New +$25.9K ﹤0.01% 608

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

Summit Securities Group's INDB Position: Q2 2026 in Review

Summit Securities Group sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 100 shares — an estimated $7.52K sold.

Summit Securities Group first reported a position in INDB in Q2 2023 and held it in 3 quarters. The position peaked at $52K in Q1 2024. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Summit Securities Group reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 100 Independent Bank shares in Q2 2026, an estimated $7.52K.
  • Summit Securities Group first reported a position in Independent Bank in Q2 2023 and held it in 3 quarters.
  • Summit Securities Group's Independent Bank position peaked at $52K in Q1 2024.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.