Independence Bank of Kentucky’s Haleon HLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5K	Hold	1,230	–	–	﹤0.01%	495
2026 Q1	$12.3K	Sell	1,230 -164	-12%	-$1.71K	﹤0.01%	510
2025 Q4	$14.1K	Buy	1,394 +164	+13%	+$1.56K	﹤0.01%	515
2025 Q3	$11K	Sell	1,230 -550	-31%	-$5.3K	﹤0.01%	528
2025 Q2	$18.5K	Buy	1,780 +1,100	+162%	+$11.6K	﹤0.01%	484
2025 Q1	$7K	Sell	680 -60	-8%	-$591	﹤0.01%	543
2024 Q4	$7.06K	Buy	740 +60	+9%	+$587	﹤0.01%	546
2024 Q3	$7.19K	Hold	680	–	–	﹤0.01%	508
2024 Q2	$5.62K	Hold	680	–	–	﹤0.01%	483
2024 Q1	$5.77K	Hold	680	–	–	﹤0.01%	470
2023 Q4	$5.6K	Sell	680 -300	-31%	-$2.47K	﹤0.01%	460
2023 Q3	$8.16K	Sell	980 -300	-23%	-$2.5K	﹤0.01%	398
2023 Q2	$10.7K	Buy	1,280 +300	+31%	+$2.56K	﹤0.01%	379
2023 Q1	$7.98K	Buy	+980	New	+$7.81K	﹤0.01%	369

Other funds holding HLN

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CEI

Clark Estates Inc New York $434M AUM 15% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Independence Bank of Kentucky held its Haleon (HLN) position steady in Q2 2026 at 1,230 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Independence Bank of Kentucky first reported a position in HLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.5K in Q2 2025. 347 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

Independence Bank of Kentucky held 1,230 shares of Haleon worth $11.5K as of Q2 2026.
Independence Bank of Kentucky left its Haleon share count unchanged in Q2 2026.
Haleon made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #495 holding.
Independence Bank of Kentucky first reported a position in Haleon in Q1 2023 and has held it in 14 quarters since.
Independence Bank of Kentucky's Haleon position peaked at $18.5K in Q2 2025.
347 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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