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Independent Bank shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Independent Bank (INDB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Independent Bank

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All positions including Independent Bank held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Independent Bank by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 52k 59.13
2024-06-30 $2.6M 51k 50.72
2024-03-31 $2.6M 51k 52.02

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View all positions for Pensionmark Financial Group

Top funds holding Independent Bank

BlackRock
BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
Victory Capital Management
Geode Capital Management
Macquarie Group
Morgan Stanley
Silvercrest Asset Management Group
Rockland Trust
Btim
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Independent Bank