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Turning Point Benefit Group’s Independent Bank INDB Stock Holding History

Turning Point Benefit 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
Q1 		– Sell
-32
Closed -$2.34K – 434
2025
Q4 		$2.34K Buy
+32
New +$2.27K ﹤0.01% 424

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Turning Point Benefit Group's INDB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Independent Bank (INDB) in Q1 2026, closing a stake of 32 shares — an estimated $2.34K sold.

Turning Point Benefit Group first reported a position in INDB in Q4 2025 and held it in 1 quarter. The position peaked at $2.34K in Q4 2025. 334 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Independent Bank position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 32 Independent Bank shares in Q1 2026, an estimated $2.34K.
  • Turning Point Benefit Group first reported a position in Independent Bank in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Independent Bank position peaked at $2.34K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.