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Weiss Asset Management’s Independent Bank INDB Stock Holding History

Weiss Asset Management’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
Q1 		– Sell
-53,629
Closed -$3.44M – 494
2024
Q4 		$3.44M Buy
+53,629
New +$3.58M 0.06% 255

Other funds holding INDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Weiss Asset Management's INDB Position: Q1 2025 in Review

Weiss Asset Management sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 53,629 shares — an estimated $3.44M sold.

Weiss Asset Management first reported a position in INDB in Q4 2024 and held it in 1 quarter. The position peaked at $3.44M in Q4 2024. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

  • Weiss Asset Management reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 53,629 Independent Bank shares in Q1 2025, an estimated $3.44M.
  • Weiss Asset Management first reported a position in Independent Bank in Q4 2024 and held it in 1 quarter.
  • Weiss Asset Management's Independent Bank position peaked at $3.44M in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.