Position in INDB
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$6,062,527
-$909,451 QoQ
Shares Held
80,608
-15.5% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $47,038,877 across 21 Banks - Regional names. INDB ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
483,857 | $25,165,402 | |
| 2 | INDB |
Independent Bank Corp
This page
|
80,608 | $6,062,527 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
340,481 | $5,328,526 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
94,221 | $3,152,634 | |
| 5 | FITB |
Fifth Third Bancorp
|
30,045 | $1,395,889 | |
| 6 | EBC |
Eastern Bankshares, Inc.
|
63,465 | $1,241,375 | |
| 7 | MTB |
M&T Bank Corp
|
3,803 | $786,156 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,480 | $516,063 |
All Filings in INDB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,062,527 | 80,608 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,971,978 | 95,402 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,707,484 | 96,971 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,055,866 | 96,293 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,046,038 | 96,505 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,199,277 | 96,577 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,913,118 | 100,002 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,069,768 | 99,956 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,201,011 | 99,981 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,579,749 | 99,981 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,662,617 | 94,981 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||