Position in INDB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,765,403
+$162,152 QoQ
Shares Held
21,087
-1.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#118
of 350 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in INDB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Carl P. Sherr & Co., LLC holds $5,308,886 across 6 Banks - Regional names. INDB ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
This page
|
21,087 | $1,765,403 | |
| 2 | CAC |
Camden National Corp
|
22,624 | $1,226,673 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
14,150 | $991,490 | |
| 4 | BHB |
Bar Harbor Bankshares
|
17,799 | $672,090 | |
| 5 | CBU |
Community Financial System, Inc.
|
5,960 | $400,035 | |
| 6 | COLB |
Columbia Banking System, Inc.
|
7,900 | $253,195 |
All Filings in INDB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,403 | 21,087 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,603,251 | 21,317 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,557,846 | 21,317 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,515,307 | 21,907 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $575,757 | 9,155 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $624,933 | 9,975 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $640,295 | 9,975 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $356,258 | 6,025 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $396,934 | 7,826 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $413,559 | 7,950 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $522,992 | 7,947 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $402,194 | 8,193 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $364,536 | 8,190 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $537,230 | 8,187 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $691,059 | 8,185 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $609,878 | 8,183 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $673,645 | 8,481 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $708,987 | 8,679 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $715,588 | 8,777 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $633,948 | 8,325 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $571,912 | 7,575 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $595,644 | 7,075 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $837,038 | 11,460 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $603,889 | 11,529 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $773,480 | 11,529 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $742,121 | 11,529 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||