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Summit Trail Advisors’s Independent Bank INDB Stock Holding History

Summit Trail Advisors’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 		$201K Buy
+2,405
New +$191K ﹤0.01% 1421
2018
Q1 		– Sell
-29
Closed -$2K – 1033
2017
Q4 		$2K Buy
+29
New +$2.08K ﹤0.01% 1640

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 Trail Advisors's INDB Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Independent Bank (INDB) in Q2 2026: 2,405 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in INDB as recently as Q4 2017.

Summit Trail Advisors first reported a position in INDB in Q4 2017 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Summit Trail Advisors held 2,405 shares of Independent Bank worth $201K as of Q2 2026.
  • Independent Bank was a new Summit Trail Advisors position in Q2 2026.
  • Independent Bank made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1421 holding.
  • Summit Trail Advisors first reported a position in Independent Bank in Q4 2017 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.