Independence Bank of Kentucky’s Broadridge BR Stock Holding History

Independence Bank of Kentucky’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Hold	1,820	–	–	0.03%	264
2026 Q1	$296K	Hold	1,820	–	–	0.04%	244
2025 Q4	$406K	Hold	1,820	–	–	0.05%	221
2025 Q3	$433K	Hold	1,820	–	–	0.06%	220
2025 Q2	$442K	Hold	1,820	–	–	0.06%	207
2025 Q1	$441K	Hold	1,820	–	–	0.07%	203
2024 Q4	$411K	Buy	1,820 +1,725	+1,816%	+$386K	0.06%	210
2024 Q3	$20.4K	Hold	95	–	–	﹤0.01%	433
2024 Q2	$18.7K	Hold	95	–	–	0.01%	409
2024 Q1	$19.5K	Hold	95	–	–	0.01%	394
2023 Q4	$19.5K	Hold	95	–	–	0.01%	376
2023 Q3	$17K	Hold	95	–	–	0.01%	358
2023 Q2	$15.7K	Hold	95	–	–	0.01%	362
2023 Q1	$13.9K	Hold	95	–	–	0.01%	343
2022 Q4	$13K	Hold	95	–	–	0.01%	343
2022 Q3	$14K	Hold	95	–	–	0.01%	321
2022 Q2	$14K	Hold	95	–	–	0.01%	330
2022 Q1	$15K	Hold	95	–	–	0.01%	332
2021 Q4	$17K	Hold	95	–	–	0.01%	310
2021 Q3	$16K	Hold	95	–	–	0.01%	310
2021 Q2	$15K	Hold	95	–	–	0.01%	315
2021 Q1	$15K	Hold	95	–	–	0.01%	314
2020 Q4	$15K	Hold	95	–	–	0.01%	303
2020 Q3	$13K	Hold	95	–	–	0.01%	298
2020 Q2	$12K	Hold	95	–	–	0.01%	277
2020 Q1	$9K	Hold	95	–	–	0.01%	288
2019 Q4	$12K	Hold	95	–	–	0.01%	292
2019 Q3	$12K	Hold	95	–	–	0.01%	288
2019 Q2	$12K	Hold	95	–	–	0.01%	256
2019 Q1	$10K	Hold	95	–	–	0.01%	262
2018 Q4	$9K	Sell	95 -70	-42%	-$7.58K	0.01%	260
2018 Q3	$22K	Hold	165	–	–	0.02%	234
2018 Q2	$19K	Hold	165	–	–	0.02%	226
2018 Q1	$18K	Buy	165 +95	+136%	+$9.43K	0.02%	230
2017 Q4	$6K	Buy	+70	New	+$6.11K	0.01%	277

Other funds holding BR

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Independence Bank of Kentucky's BR Position: Q2 2026 in Review

Independence Bank of Kentucky held its Broadridge (BR) position steady in Q2 2026 at 1,820 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #264.

Independence Bank of Kentucky first reported a position in BR in Q4 2017 and has held it in 35 quarters since. The position peaked at $442K in Q2 2025. 473 funds tracked by Wall St. Rank hold BR as of Q2 2026.

Independence Bank of Kentucky held 1,820 shares of Broadridge worth $249K as of Q2 2026.
Independence Bank of Kentucky left its Broadridge share count unchanged in Q2 2026.
Broadridge made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #264 holding.
Independence Bank of Kentucky first reported a position in Broadridge in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's Broadridge position peaked at $442K in Q2 2025.
473 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.