UMB Bank’s Independent Bank INDB Stock Holding History

UMB Bank’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	$21.4K	Buy	285 +2	+0.7%	+$157	﹤0.01%	1580
2025 Q4	$20.7K	Buy	283 +31	+12%	+$2.2K	﹤0.01%	1553
2025 Q3	$17.4K	Buy	252 +36	+17%	+$2.45K	﹤0.01%	1490
2025 Q2	$13.6K	Buy	216 +78	+57%	+$4.74K	﹤0.01%	1498
2025 Q1	$8.65K	Buy	138 +22	+19%	+$1.45K	﹤0.01%	1593
2024 Q4	$7.45K	Sell	116 -3,849	-97%	-$257K	﹤0.01%	1574
2024 Q3	$234K	Buy	3,965 +50	+1%	+$2.94K	﹤0.01%	540
2024 Q2	$199K	Buy	3,915 +50	+1%	+$2.5K	﹤0.01%	565
2024 Q1	$201K	Buy	3,865 +16	+0.4%	+$885	﹤0.01%	574
2023 Q4	$253K	Sell	3,849 -301	-7%	-$16.6K	﹤0.01%	532
2023 Q3	$204K	Hold	4,150	–	–	﹤0.01%	565
2023 Q2	$185K	Buy	4,150 +301	+8%	+$15.6K	﹤0.01%	592
2023 Q1	$253K	Hold	3,849	–	–	﹤0.01%	526
2022 Q4	$325K	Hold	3,849	–	–	0.01%	483
2022 Q3	$287K	Hold	3,849	–	–	﹤0.01%	521
2022 Q2	$306K	Hold	3,849	–	–	﹤0.01%	538
2022 Q1	$314K	Hold	3,849	–	–	﹤0.01%	559
2021 Q4	$314K	Buy	+3,849	New	+$320K	﹤0.01%	576

Other funds holding INDB

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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