Independence Bank of Kentucky’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	14,427 -1,953	-12%	-$254K	0.23%	92
2026 Q1	$1.86M	Sell	16,380 -339	-2%	-$38.6K	0.24%	86
2025 Q4	$1.95M	Buy	16,719 +2,840	+20%	+$295K	0.24%	83
2025 Q3	$1.41M	Sell	13,879 -760	-5%	-$72.1K	0.18%	111
2025 Q2	$1.25M	Buy	14,639 +421	+3%	+$30.4K	0.18%	116
2025 Q1	$1.01M	Buy	14,218 +3,665	+35%	+$279K	0.16%	128
2024 Q4	$743K	Buy	10,553 +2,160	+26%	+$146K	0.11%	157
2024 Q3	$525K	Buy	8,393 +6,480	+339%	+$401K	0.11%	172
2024 Q2	$121K	Hold	1,913	–	–	0.03%	286
2024 Q1	$121K	Sell	1,913 -50	-3%	-$2.78K	0.04%	270
2023 Q4	$101K	Sell	1,963 -709	-27%	-$31.4K	0.04%	260
2023 Q3	$110K	Sell	2,672 -2,676	-50%	-$117K	0.05%	223
2023 Q2	$246K	Sell	5,348 -1,000	-16%	-$46.8K	0.1%	151
2023 Q1	$298K	Sell	6,348 -850	-12%	-$41.7K	0.13%	135
2022 Q4	$326K	Sell	7,198 -405	-5%	-$18.4K	0.15%	126
2022 Q3	$317K	Sell	7,603 -1,195	-14%	-$59K	0.16%	121
2022 Q2	$405K	Sell	8,798 -2,115	-19%	-$106K	0.18%	114
2022 Q1	$583K	Buy	10,913 +250	+2%	+$15.4K	0.23%	102
2021 Q4	$644K	Buy	10,663 +1,445	+16%	+$96.1K	0.26%	97
2021 Q3	$647K	Buy	9,218 +1,456	+19%	+$102K	0.28%	92
2021 Q2	$549K	Sell	7,762 -533	-6%	-$39.4K	0.24%	95
2021 Q1	$603K	Sell	8,295 -998	-11%	-$66.6K	0.29%	86
2020 Q4	$573K	Sell	9,293 -2,084	-18%	-$106K	0.3%	88
2020 Q3	$490K	Sell	11,377 -496	-4%	-$24.7K	0.28%	92
2020 Q2	$607K	Buy	11,873 +1,110	+10%	+$52.7K	0.39%	73
2020 Q1	$453K	Buy	10,763 +820	+8%	+$55K	0.36%	79
2019 Q4	$794K	Buy	9,943 +155	+2%	+$11.5K	0.51%	56
2019 Q3	$676K	Buy	9,788 +535	+6%	+$36.4K	0.48%	59
2019 Q2	$648K	Sell	9,253 -570	-6%	-$38.1K	0.51%	55
2019 Q1	$611K	Sell	9,823 -895	-8%	-$55.6K	0.5%	55
2018 Q4	$558K	Sell	10,718 -5,350	-33%	-$339K	0.51%	55
2018 Q3	$1.15M	Buy	16,068 +1,010	+7%	+$71.4K	0.91%	37
2018 Q2	$1.01M	Buy	15,058 +3,465	+30%	+$239K	0.85%	40
2018 Q1	$783K	Buy	11,593 +4,130	+55%	+$310K	0.67%	46
2017 Q4	$555K	Buy	+7,463	New	+$552K	0.47%	57

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Independence Bank of Kentucky reduced its Citigroup (C) stake by 12% in Q2 2026, selling an estimated $254K and leaving 14,427 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #92.

Independence Bank of Kentucky first reported a position in C in Q4 2017 and has held it in 35 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

Independence Bank of Kentucky held 14,427 shares of Citigroup worth $2.02M as of Q2 2026.
Independence Bank of Kentucky sold 1,953 Citigroup shares in Q2 2026, an estimated $254K.
Citigroup made up 0.23% of Independence Bank of Kentucky's portfolio in Q2 2026, its #92 holding.
Independence Bank of Kentucky first reported a position in Citigroup in Q4 2017 and has held it in 35 quarters since.
1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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