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Advus Financial Partners, LLC’s Independent Bank INDB Stock Holding History

Advus Financial Partners, LLC’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
-5,187
Closed -$333K – 244
2024
Q4 		$333K Sell
5,187
-20,000
-79% -$1.33M 0.09% 148
2024
Q3 		$1.49M Buy
+25,187
New +$1.48M 0.43% 45

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DRZID
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Advus Financial Partners, LLC's INDB Position: Q1 2025 in Review

Advus Financial Partners, LLC sold out of Independent Bank (INDB) in Q1 2025, closing a stake of 5,187 shares — an estimated $333K sold.

Advus Financial Partners, LLC first reported a position in INDB in Q3 2024 and held it in 2 quarters. The position peaked at $1.49M in Q3 2024. 288 funds tracked by Wall St. Rank hold INDB as of Q1 2025.

  • Advus Financial Partners, LLC reported no remaining Independent Bank position as of Q1 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 5,187 Independent Bank shares in Q1 2025, an estimated $333K.
  • Advus Financial Partners, LLC first reported a position in Independent Bank in Q3 2024 and held it in 2 quarters.
  • Advus Financial Partners, LLC's Independent Bank position peaked at $1.49M in Q3 2024.
  • 288 funds tracked by Wall St. Rank held Independent Bank as of Q1 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2025, filed 25 Aug 2026.