Independent Bank Corp.
US ˙ NasdaqGS ˙ US4538361084

SecurityINDB / Independent Bank Corp.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership35,621 shares
Latest Disclosed Value $ 2,679,043
Captrust Financial Advisors reports 1.94% increase in ownership of INDB / Independent Bank Corp.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 35,621 shares of Independent Bank Corp. (US:INDB) valued at $2,679,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 34,942 shares of Independent Bank Corp.. This represents a change in shares of 1.94% during the quarter. The current value of the position is $2,834,363 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 35,621 679 1.94 2,679 4.94 0.0047
2026-02-17 2025-12-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 34,942 -35 -0.10 2,554 5.54 0.0049
2025-11-19 2025-09-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 34,977 17,286 97.71 2,419 117.54 0.0049
2025-08-15 2025-06-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 17,691 -144 -0.81 1,112 -0.45 0.0025
2025-05-15 2025-03-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 17,835 5,030 39.28 1,117 36.05 0.0028
2025-02-14 2024-12-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 12,805 -385 -2.92 822 5.39 0.0023
2024-11-14 2024-09-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 13,190 2,498 23.36 780 43.73 0.0023
2024-08-15 2024-06-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 10,692 -7,638 -41.67 542 -43.13 0.0017
2024-05-15 2024-03-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 18,330 -9,695 -34.59 954 -48.32 0.0035
2024-02-14 2023-12-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 28,025 5,213 22.85 1,844 64.79 0.0063
2023-11-15 2023-09-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 22,812 1,812 8.63 1,120 19.81 0.0043
2023-08-15 2023-06-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 21,000 8,507 68.09 935 14.04 0.0037
2023-05-15 2023-03-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 12,493 1,448 13.11 820 -12.12 0.0036
2023-02-15 2022-12-31 13F INDEPENDENT BK CORP MASS COM Stock 453836108 11,045 -3,604 -24.60 933 -14.65 0.0047
2022-11-16 2022-09-30 13F INDEPENDENT BK CORP MASS COM Stock 453836108 14,649 1,869 14.62 1,092 6.85 0.0064
2022-08-23 2022-06-30 13F/A-1 INDEPENDENT BK CORP MASS COM Common Stock 453836108 12,780 -105 -0.81 1,022 -3.49 0.0066
2022-08-16 2022-06-30 13F INDEPENDENT BK CORP MASS COM COM 453836108 2,240 -10,645 178 0.0013
2022-05-16 2022-03-31 13F INDEPENDENT BK CORP MASS COM 453836108 12,885 677 5.55 1,059 5.79 0.0069
2022-02-14 2021-12-31 13F INDEPENDENT BK CORP MASS COM Common Stock 453836108 12,208 450 3.83 1,001 11.59 0.0069
2021-11-16 2021-09-30 13F INDEPENDENT BK CORP MASS COM Common Stock 453836108 11,758 4,861 70.48 897 71.18 0.0075
2021-08-16 2021-06-30 13F INDEPENDENT BK CORP MASS COM Common Stock 453836108 6,897 3,970 135.63 524 111.29 0.0049
2021-05-17 2021-03-31 13F INDEPENDENT BK CORP MASS COM Common Stock 453836108 2,927 -1,933 -39.77 248 -30.53 0.0027
2021-02-16 2020-12-31 13F INDEPENDENT BANK CORP MASS COM Common Stock 453836108 4,860 170 3.62 357 44.53 0.0047
2020-11-17 2020-09-30 13F INDEPENDENT BANK CORP MASS COM Common Stock 453836108 4,690 3,550 311.40 247 233.78 0.0041
2020-08-14 2020-06-30 13F INDEPENDENT BANK CORP MASS COM Common Stock 453836108 1,140 -3,527 -75.57 74 -75.42 0.0012
2020-05-15 2020-03-31 13F INDEPENDENT BANK CORP MASS COM Common Stock 453836108 4,667 -680 -12.72 301 -32.81 0.0066
2020-02-14 2019-12-31 13F INDEPENDENT BANK CORP MASS COM 453836108 5,347 5,347 448 0.0071
2019-08-13 2019-06-30 13F INDEPENDENT BANK CORP MASS COM Common Stock 453836108 0 -55 -100.00 0 -100.00
2019-05-15 2019-03-31 13F INDEPENDENT BANK CORP MASS COM Common Stock 453836108 55 55 4 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.