Position in INDB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,716
-$6,356 QoQ
Shares Held
128
-43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 350 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,027,744 across 11 Banks - Regional names. INDB ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
9,988 | $699,859 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
462 | $113,753 | |
| 3 | MTB |
M&T Bank Corp
|
346 | $82,351 | |
| 4 | NFBK |
Northfield Bancorp, Inc.
|
4,878 | $71,852 | |
| 5 | OZK |
Bank OZK
|
500 | $26,045 | |
| 6 | INDB |
Independent Bank Corp
This page
|
128 | $10,716 | |
| 7 | SSB |
SouthState Bank Corp
|
88 | $8,791 | |
| 8 | TFC |
Truist Financial Corp
|
155 | $7,722 |
All Filings in INDB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,716 | 128 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,072 | 227 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $9,208 | 126 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,646 | 125 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,798 | 124 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,643 | 122 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,766 | 121 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,095 | 120 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $6,035 | 119 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,086 | 117 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $7,633 | 116 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,645 | 115 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,074 | 114 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $7,415 | 113 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $9,456 | 112 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $8,272 | 111 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $8,737 | 110 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $8,904 | 109 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $8,886 | 109 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $8,224 | 108 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $8,078 | 107 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,008 | 107 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,815 | 107 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||