Independence Bank of Kentucky’s General Dynamics GD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.75M	Sell	7,750 -210	-3%	-$71.9K	0.31%	70
2026 Q1	$2.73M	Sell	7,960 -399	-5%	-$142K	0.35%	64
2025 Q4	$2.81M	Sell	8,359 -203	-2%	-$69.2K	0.35%	62
2025 Q3	$2.92M	Sell	8,562 -40	-0.5%	-$12.6K	0.38%	56
2025 Q2	$2.51M	Sell	8,602 -180	-2%	-$49.5K	0.36%	60
2025 Q1	$2.39M	Sell	8,782 -50	-0.6%	-$13K	0.37%	59
2024 Q4	$2.33M	Buy	8,832 +2,018	+30%	+$581K	0.36%	64
2024 Q3	$2.06M	Sell	6,814 -178	-3%	-$52.3K	0.44%	52
2024 Q2	$2.03M	Sell	6,992 -270	-4%	-$79.1K	0.54%	42
2024 Q1	$2.05M	Sell	7,262 -183	-2%	-$48.9K	0.61%	34
2023 Q4	$1.93M	Sell	7,445 -50	-0.7%	-$12.2K	0.68%	35
2023 Q3	$1.66M	Buy	7,495 +30	+0.4%	+$6.64K	0.7%	40
2023 Q2	$1.61M	Buy	7,465 +815	+12%	+$176K	0.65%	47
2023 Q1	$1.52M	Sell	6,650 -54	-0.8%	-$12.5K	0.66%	47
2022 Q4	$1.66M	Sell	6,704 -310	-4%	-$75.6K	0.75%	42
2022 Q3	$1.49M	Sell	7,014 -150	-2%	-$33.9K	0.73%	46
2022 Q2	$1.58M	Sell	7,164 -350	-5%	-$80.5K	0.71%	48
2022 Q1	$1.81M	Sell	7,514 -380	-5%	-$84.4K	0.72%	46
2021 Q4	$1.65M	Sell	7,894 -70	-0.9%	-$14.1K	0.67%	49
2021 Q3	$1.56M	Sell	7,964 -1,475	-16%	-$289K	0.68%	46
2021 Q2	$1.78M	Sell	9,439 -180	-2%	-$33.9K	0.79%	41
2021 Q1	$1.75M	Buy	9,619 +995	+12%	+$163K	0.85%	36
2020 Q4	$1.28M	Buy	8,624 +65	+0.8%	+$9.5K	0.67%	49
2020 Q3	$1.19M	Buy	8,559 +884	+12%	+$131K	0.67%	49
2020 Q2	$1.15M	Buy	7,675 +3,315	+76%	+$468K	0.74%	46
2020 Q1	$577K	Buy	4,360 +3,210	+279%	+$533K	0.45%	67
2019 Q4	$203K	Buy	1,150 +170	+17%	+$30.5K	0.13%	127
2019 Q3	$179K	Buy	980 +260	+36%	+$48.3K	0.13%	129
2019 Q2	$131K	Buy	720 +175	+32%	+$30.1K	0.1%	129
2019 Q1	$92K	Hold	545	–	–	0.08%	142
2018 Q4	$86K	Sell	545 -125	-19%	-$22.4K	0.08%	137
2018 Q3	$137K	Sell	670 -100	-13%	-$19.6K	0.11%	122
2018 Q2	$144K	Hold	770	–	–	0.12%	113
2018 Q1	$170K	Hold	770	–	–	0.14%	116
2017 Q4	$157K	Buy	+770	New	+$157K	0.13%	119

Other funds holding GD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

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

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

Independence Bank of Kentucky reduced its General Dynamics (GD) stake by 2.6% in Q2 2026, selling an estimated $71.9K and leaving 7,750 shares worth $2.75M. The position accounts for 0.31% of the portfolio, ranked #70.

Independence Bank of Kentucky first reported a position in GD in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.92M in Q3 2025. 872 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Independence Bank of Kentucky held 7,750 shares of General Dynamics worth $2.75M as of Q2 2026.
Independence Bank of Kentucky sold 210 General Dynamics shares in Q2 2026, an estimated $71.9K.
General Dynamics made up 0.31% of Independence Bank of Kentucky's portfolio in Q2 2026, its #70 holding.
Independence Bank of Kentucky first reported a position in General Dynamics in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's General Dynamics position peaked at $2.92M in Q3 2025.
872 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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