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Independence Bank of Kentucky’s H&R Block HRB Stock Holding History

Independence Bank of Kentucky’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.2K Hold
2,000
– – 0.01% 370
2026
Q1 		$63.5K Hold
2,000
– – 0.01% 388
2025
Q4 		$87.2K Hold
2,000
– – 0.01% 368
2025
Q3 		$101K Hold
2,000
– – 0.01% 350
2025
Q2 		$110K Hold
2,000
– – 0.02% 335
2025
Q1 		$110K Hold
2,000
– – 0.02% 333
2024
Q4 		$106K Buy
+2,000
New +$118K 0.02% 339

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Independence Bank of Kentucky held its H&R Block (HRB) position steady in Q2 2026 at 2,000 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #370.

Independence Bank of Kentucky first reported a position in HRB in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q1 2025. 259 funds tracked by Wall St. Rank hold HRB as of Q2 2026.

  • Independence Bank of Kentucky held 2,000 shares of H&R Block worth $76.2K as of Q2 2026.
  • Independence Bank of Kentucky left its H&R Block share count unchanged in Q2 2026.
  • H&R Block made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #370 holding.
  • Independence Bank of Kentucky first reported a position in H&R Block in Q4 2024 and has held it in 7 quarters since.
  • Independence Bank of Kentucky's H&R Block position peaked at $110K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held H&R Block as of Q2 2026.

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