Wealth Enhancement Advisory Services
INDB icon

Wealth Enhancement Advisory Services’s Independent Bank INDB Stock Holding History

Wealth Enhancement Advisory Services’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 		$2M Buy
23,865
+1,099
+5% +$87.2K ﹤0.01% 1563
2026
Q1 		$1.75M Sell
22,766
-1,480
-6% -$116K ﹤0.01% 1471
2025
Q4 		$1.82M Buy
24,246
+177
+0.7% +$12.6K ﹤0.01% 1566
2025
Q3 		$1.69M Buy
24,069
+7
+0% +$476 ﹤0.01% 1549
2025
Q2 		$1.61M Sell
24,062
-1,297
-5% -$78.8K ﹤0.01% 1475
2025
Q1 		$1.59M Buy
25,359
+2,092
+9% +$137K ﹤0.01% 1366
2024
Q4 		$1.49M Sell
23,267
-1,285
-5% -$85.7K ﹤0.01% 1321
2024
Q3 		$1.45M Buy
24,552
+1,316
+6% +$77.4K ﹤0.01% 1210
2024
Q2 		$1.18M Buy
23,236
+968
+4% +$48.4K ﹤0.01% 1201
2024
Q1 		$1.16M Sell
22,268
-145
-0.6% -$8.02K ﹤0.01% 1166
2023
Q4 		$1.48M Buy
22,413
+860
+4% +$47.5K ﹤0.01% 1006
2023
Q3 		$1.06M Buy
+21,553
New +$1.15M ﹤0.01% 1072

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

Wealth Enhancement Advisory Services's INDB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Independent Bank (INDB) stake by 4.8% in Q2 2026, buying an estimated $87.2K and bringing the position to 23,865 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Wealth Enhancement Advisory Services first reported a position in INDB in Q3 2023 and has held it in 12 quarters since. 353 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,865 shares of Independent Bank worth $2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,099 Independent Bank shares in Q2 2026, an estimated $87.2K.
  • Independent Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1563 holding.
  • Wealth Enhancement Advisory Services first reported a position in Independent Bank in Q3 2023 and has held it in 12 quarters since.
  • 353 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.