Position in INDB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,019,110
+$340,055 QoQ
Shares Held
36,062
+1.2% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#94
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in INDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. INDB ranks #30 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
2,570,708 | $133,908,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
323,224 | $79,584,213 | |
| 3 | UMBF |
Umb Financial Corp
|
428,347 | $61,150,817 | |
| 4 | TFC |
Truist Financial Corp
|
680,372 | $33,896,133 | |
| 5 | FSBC |
Five Star Bancorp
|
467,107 | $22,743,439 | |
| 6 | USB |
US Bancorp De
|
375,575 | $22,684,730 | |
| 7 | NWG |
NatWest Group plc
|
1,013,954 | $17,876,009 | |
| 8 | MTB |
M&T Bank Corp
|
68,944 | $16,409,361 |
All Filings in INDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,019,110 | 36,062 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,679,055 | 35,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,553,561 | 34,942 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,419,359 | 34,977 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,112,586 | 17,691 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,117,362 | 17,835 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $821,952 | 12,805 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $779,924 | 13,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $542,298 | 10,692 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $953,526 | 18,330 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,844,325 | 28,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,119,841 | 22,812 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $934,710 | 21,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $819,790 | 12,493 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $932,529 | 11,045 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,091,789 | 14,649 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,015,115 | 12,780 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,052,575 | 12,885 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $995,318 | 12,208 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $895,371 | 11,758 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $520,723 | 6,897 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $246,424 | 2,927 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $354,974 | 4,860 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $245,662 | 4,690 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $76,482 | 1,140 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $300,414 | 4,667 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||