TD Private Client Wealth’s Independent Bank INDB Stock Holding History

TD Private Client Wealth’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
2025 Q2	–	Sell	-49	Closed	-$3.07K	–	1461
2025 Q1	$3.07K	Buy	+49	New	+$3.22K	﹤0.01%	1138
2024 Q2	–	Sell	-115	Closed	-$5.98K	–	1233
2024 Q1	$5.98K	Hold	115	–	–	﹤0.01%	1086
2023 Q4	$7.57K	Hold	115	–	–	﹤0.01%	1081
2023 Q3	$5.64K	Hold	115	–	–	﹤0.01%	1106
2023 Q2	$5.12K	Hold	115	–	–	﹤0.01%	1125
2023 Q1	$7.55K	Hold	115	–	–	﹤0.01%	1069
2022 Q4	$9.71K	Hold	115	–	–	﹤0.01%	1017
2022 Q3	$8.57K	Hold	115	–	–	﹤0.01%	1014
2022 Q2	$9.13K	Hold	115	–	–	﹤0.01%	1010
2022 Q1	$9.39K	Hold	115	–	–	﹤0.01%	1044
2021 Q4	$9.38K	Hold	115	–	–	﹤0.01%	915
2021 Q3	$8.76K	Hold	115	–	–	﹤0.01%	922
2021 Q2	$8.68K	Hold	115	–	–	﹤0.01%	921
2021 Q1	$9.68K	Hold	115	–	–	﹤0.01%	887
2020 Q4	$8.4K	Hold	115	–	–	﹤0.01%	856
2020 Q3	$6.02K	Hold	115	–	–	﹤0.01%	827
2020 Q2	$7.71K	Hold	115	–	–	﹤0.01%	813
2020 Q1	$7.4K	Hold	115	–	–	﹤0.01%	783
2019 Q4	$9.57K	Buy	+115	New	+$9.4K	﹤0.01%	760

Other funds holding INDB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

TD Private Client Wealth's INDB Position: Q2 2025 in Review

TD Private Client Wealth sold out of Independent Bank (INDB) in Q2 2025, closing a stake of 49 shares — an estimated $3.07K sold.

TD Private Client Wealth first reported a position in INDB in Q4 2019 and held it in 19 quarters. The position peaked at $9.71K in Q4 2022. 294 funds tracked by Wall St. Rank hold INDB as of Q2 2025.

TD Private Client Wealth reported no remaining Independent Bank position as of Q2 2025 after selling out during the quarter.
TD Private Client Wealth sold 49 Independent Bank shares in Q2 2025, an estimated $3.07K.
TD Private Client Wealth first reported a position in Independent Bank in Q4 2019 and held it in 19 quarters.
TD Private Client Wealth's Independent Bank position peaked at $9.71K in Q4 2022.
294 funds tracked by Wall St. Rank held Independent Bank as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.