Independence Bank of Kentucky’s Carrier Global CARR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Hold	3,481	–	–	0.03%	263
2026 Q1	$196K	Sell	3,481 -359	-9%	-$21.3K	0.02%	284
2025 Q4	$203K	Buy	3,840 +34	+0.9%	+$1.89K	0.03%	284
2025 Q3	$227K	Hold	3,806	–	–	0.03%	276
2025 Q2	$279K	Sell	3,806 -150	-4%	-$10.2K	0.04%	253
2025 Q1	$251K	Sell	3,956 -250	-6%	-$16.6K	0.04%	255
2024 Q4	$287K	Hold	4,206	–	–	0.04%	250
2024 Q3	$339K	Buy	4,206 +225	+6%	+$15.7K	0.07%	210
2024 Q2	$251K	Buy	3,981 +2,800	+237%	+$172K	0.07%	205
2024 Q1	$68.7K	Hold	1,181	–	–	0.02%	311
2023 Q4	$67.8K	Buy	1,181 +1,000	+552%	+$52.9K	0.02%	289
2023 Q3	$9.99K	Hold	181	–	–	﹤0.01%	387
2023 Q2	$9K	Hold	181	–	–	﹤0.01%	390
2023 Q1	$8.28K	Hold	181	–	–	﹤0.01%	365
2022 Q4	$7K	Hold	181	–	–	﹤0.01%	377
2022 Q3	$6K	Hold	181	–	–	﹤0.01%	370
2022 Q2	$6K	Hold	181	–	–	﹤0.01%	371
2022 Q1	$8K	Hold	181	–	–	﹤0.01%	358
2021 Q4	$10K	Hold	181	–	–	﹤0.01%	336
2021 Q3	$9K	Hold	181	–	–	﹤0.01%	343
2021 Q2	$9K	Hold	181	–	–	﹤0.01%	340
2021 Q1	$8K	Buy	+181	New	+$7.04K	﹤0.01%	340
2020 Q3	–	Sell	-900	Closed	-$20K	–	370
2020 Q2	$20K	Buy	+900	New	+$16.7K	0.01%	254

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Independence Bank of Kentucky held its Carrier Global (CARR) position steady in Q2 2026 at 3,481 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #263.

Independence Bank of Kentucky first reported a position in CARR in Q2 2020 and has held it in 23 quarters since. The position peaked at $339K in Q3 2024. 1,241 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

Independence Bank of Kentucky held 3,481 shares of Carrier Global worth $255K as of Q2 2026.
Independence Bank of Kentucky left its Carrier Global share count unchanged in Q2 2026.
Carrier Global made up 0.03% of Independence Bank of Kentucky's portfolio in Q2 2026, its #263 holding.
Independence Bank of Kentucky first reported a position in Carrier Global in Q2 2020 and has held it in 23 quarters since.
Independence Bank of Kentucky's Carrier Global position peaked at $339K in Q3 2024.
1,241 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

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