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Twin Peaks Wealth Advisors’s Independent Bank INDB Stock Holding History

Twin Peaks Wealth 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
Q1 		$7.07K Buy
+94
New +$7.37K ﹤0.01% 1238
2025
Q3 		– Sell
-76
Closed -$5.08K – 1109
2025
Q2 		$5.08K Buy
+76
New +$4.62K ﹤0.01% 1302

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Twin Peaks Wealth Advisors's INDB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Independent Bank (INDB) in Q1 2026: 94 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #1238 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in INDB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in INDB in Q2 2025 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • Twin Peaks Wealth Advisors held 94 shares of Independent Bank worth $7.07K as of Q1 2026.
  • Independent Bank was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Independent Bank made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1238 holding.
  • Twin Peaks Wealth Advisors first reported a position in Independent Bank in Q2 2025 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.