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Wealthspire Advisors (New York)’s Independent Bank INDB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-112
Closed -$7.75K – 1929
2025
Q3 		$7.75K Buy
+112
New +$7.61K ﹤0.01% 2146

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Wealthspire Advisors (New York)'s INDB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Independent Bank (INDB) in Q4 2025, closing a stake of 112 shares — an estimated $7.75K sold.

Wealthspire Advisors (New York) first reported a position in INDB in Q3 2025 and held it in 1 quarter. The position peaked at $7.75K in Q3 2025. 319 funds tracked by Wall St. Rank hold INDB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Independent Bank position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 112 Independent Bank shares in Q4 2025, an estimated $7.75K.
  • Wealthspire Advisors (New York) first reported a position in Independent Bank in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Independent Bank position peaked at $7.75K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Independent Bank as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.