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Independent Bank shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Independent Bank (INDB) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Independent Bank

Tip: Access up to 7 years of quarterly data

All positions including Independent Bank held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 5.1k 75.21
2025-12-31 $419k 5.7k 73.08
2025-09-30 $397k 5.7k 69.17

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Top funds holding Independent Bank

BlackRock
Vanguard Portfolio Management
Dimensional Fund Advisors
State Street Corporation
Vanguard Capital Management
Alliancebernstein
Rockland Trust
Geode Capital Management
DePrince Race & Zollo
Citadel Advisors
Channing Capital Management
Nomura Asset Management International
Verition Fund Management
Reinhart Mahoney Capital Management
Morgan Stanley

View all funds holding Independent Bank