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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
Q2 		– Sell
-94
Closed -$7.07K – 1174
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 $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

Twin Peaks Wealth Advisors's INDB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Independent Bank (INDB) in Q2 2026, closing a stake of 94 shares — an estimated $7.07K sold.

Twin Peaks Wealth Advisors first reported a position in INDB in Q2 2025 and held it in 2 quarters. The position peaked at $7.07K in Q1 2026. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Independent Bank position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 94 Independent Bank shares in Q2 2026, an estimated $7.07K.
  • Twin Peaks Wealth Advisors first reported a position in Independent Bank in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Independent Bank position peaked at $7.07K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.