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Independence Bank of Kentucky’s Citizens Financial Group CFG Stock Holding History

Independence Bank of Kentucky’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.5K Hold
50
– – ﹤0.01% 549
2026
Q1 		$3K Hold
50
– – ﹤0.01% 585
2025
Q4 		$2.92K Buy
+50
New +$2.69K ﹤0.01% 618

Other funds holding CFG

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Nordea Investment Management
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Independence Bank of Kentucky held its Citizens Financial Group (CFG) position steady in Q2 2026 at 50 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Independence Bank of Kentucky first reported a position in CFG in Q4 2025 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Independence Bank of Kentucky held 50 shares of Citizens Financial Group worth $3.5K as of Q2 2026.
  • Independence Bank of Kentucky left its Citizens Financial Group share count unchanged in Q2 2026.
  • Citizens Financial Group made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #549 holding.
  • Independence Bank of Kentucky first reported a position in Citizens Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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