UBS Group
INDB icon

UBS Group’s Independent Bank INDB Stock Holding History

UBS 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 		$9.44M Sell
125,578
-9,936
-7% -$779K ﹤0.01% 3422
2025
Q4 		$9.9M Buy
135,514
+22,517
+20% +$1.6M ﹤0.01% 3294
2025
Q3 		$7.82M Buy
112,997
+36,710
+48% +$2.5M ﹤0.01% 3562
2025
Q2 		$4.8M Buy
76,287
+15,342
+25% +$933K ﹤0.01% 3937
2025
Q1 		$3.82M Buy
60,945
+12,204
+25% +$802K ﹤0.01% 4059
2024
Q4 		$3.13M Buy
48,741
+7,776
+19% +$518K ﹤0.01% 4285
2024
Q3 		$2.42M Sell
40,965
-6,156
-13% -$362K ﹤0.01% 3814
2024
Q2 		$2.39M Buy
47,121
+7,463
+19% +$373K ﹤0.01% 3582
2024
Q1 		$2.06M Sell
39,658
-12,255
-24% -$677K ﹤0.01% 3930
2023
Q4 		$3.42M Buy
51,913
+37,660
+264% +$2.08M ﹤0.01% 3188
2023
Q3 		$700K Sell
14,253
-6,574
-32% -$350K ﹤0.01% 4387
2023
Q2 		$927K Sell
20,827
-10,275
-33% -$533K ﹤0.01% 4322
2023
Q1 		$2.04M Buy
31,102
+9,875
+47% +$755K ﹤0.01% 3413
2022
Q4 		$1.79M Buy
21,227
+2,157
+11% +$183K ﹤0.01% 3494
2022
Q3 		$1.42M Buy
19,070
+15,013
+370% +$1.21M ﹤0.01% 3454
2022
Q2 		$323K Sell
4,057
-19,763
-83% -$1.57M ﹤0.01% 4581
2022
Q1 		$1.95M Sell
23,820
-11,786
-33% -$995K ﹤0.01% 3454
2021
Q4 		$2.9M Buy
35,606
+9,306
+35% +$773K ﹤0.01% 3390
2021
Q3 		$2M Sell
26,300
-22,525
-46% -$1.65M ﹤0.01% 3576
2021
Q2 		$3.69M Buy
48,825
+13,282
+37% +$1.07M ﹤0.01% 2991
2021
Q1 		$2.99M Sell
35,543
-5,199
-13% -$434K ﹤0.01% 3145
2020
Q4 		$2.98M Buy
40,742
+10,169
+33% +$660K ﹤0.01% 2993
2020
Q3 		$1.6M Sell
30,573
-1,962
-6% -$122K ﹤0.01% 3268
2020
Q2 		$2.18M Buy
32,535
+8,150
+33% +$548K ﹤0.01% 2787
2020
Q1 		$1.57M Sell
24,385
-18,941
-44% -$1.35M ﹤0.01% 2990
2019
Q4 		$3.61M Buy
43,326
+7,514
+21% +$614K ﹤0.01% 2923
2019
Q3 		$2.67M Buy
35,812
+18,561
+108% +$1.35M ﹤0.01% 3010
2019
Q2 		$1.31M Buy
17,251
+10,163
+143% +$792K ﹤0.01% 3520
2019
Q1 		$574K Sell
7,088
-2,649
-27% -$210K ﹤0.01% 3976
2018
Q4 		$685K Buy
9,737
+783
+9% +$60.7K ﹤0.01% 4011
2018
Q3 		$740K Sell
8,954
-3,872
-30% -$338K ﹤0.01% 4112
2018
Q2 		$1.01M Buy
12,826
+1,720
+15% +$131K ﹤0.01% 3778
2018
Q1 		$795K Buy
11,106
+2,373
+27% +$171K ﹤0.01% 3892
2017
Q4 		$610K Sell
8,733
-427
-5% -$30.6K ﹤0.01% 4150
2017
Q3 		$683K Buy
9,160
+3,178
+53% +$221K ﹤0.01% 3988
2017
Q2 		$398K Sell
5,982
-689
-10% -$43.9K ﹤0.01% 4282
2017
Q1 		$433K Sell
6,671
-3,687
-36% -$238K ﹤0.01% 4139
2016
Q4 		$729K Buy
10,358
+4,866
+89% +$299K ﹤0.01% 3830
2016
Q3 		$297K Sell
5,492
-1,203
-18% -$61.3K ﹤0.01% 4273
2016
Q2 		$306K Buy
6,695
+398
+6% +$18.6K ﹤0.01% 4244
2016
Q1 		$289K Sell
6,297
-971
-13% -$43.3K ﹤0.01% 4212
2015
Q4 		$338K Sell
7,268
-587
-7% -$28.2K ﹤0.01% 4253
2015
Q3 		$361K Buy
7,855
+2,198
+39% +$103K ﹤0.01% 4166
2015
Q2 		$266K Sell
5,657
-446
-7% -$19.9K ﹤0.01% 4628
2015
Q1 		$268K Sell
6,103
-587
-9% -$24.2K ﹤0.01% 4644
2014
Q4 		$286K Buy
+6,690
New +$265K ﹤0.01% 4696

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

UBS Group's INDB Position: Q1 2026 in Review

UBS Group reduced its Independent Bank (INDB) stake by 7.3% in Q1 2026, selling an estimated $779K and leaving 125,578 shares worth $9.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

UBS Group first reported a position in INDB in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.9M in Q4 2025. 332 funds tracked by Wall St. Rank hold INDB as of Q1 2026.

  • UBS Group held 125,578 shares of Independent Bank worth $9.44M as of Q1 2026.
  • UBS Group sold 9,936 Independent Bank shares in Q1 2026, an estimated $779K.
  • Independent Bank made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3422 holding.
  • UBS Group first reported a position in Independent Bank in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Independent Bank position peaked at $9.9M in Q4 2025.
  • 332 funds tracked by Wall St. Rank held Independent Bank as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.