Independence Bank of Kentucky’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.6K	Sell	300 -550	-65%	-$34.3K	﹤0.01%	471
2026 Q1	$52K	Sell	850 -38	-4%	-$2.38K	0.01%	403
2025 Q4	$50.1K	Buy	888 +38	+4%	+$2.2K	0.01%	413
2025 Q3	$51.7K	Hold	850	–	–	0.01%	408
2025 Q2	$49K	Hold	850	–	–	0.01%	403
2025 Q1	$49.3K	Hold	850	–	–	0.01%	396
2024 Q4	$45.4K	Buy	850 +300	+55%	+$17.5K	0.01%	400
2024 Q3	$34.9K	Buy	550 +425	+340%	+$25.3K	0.01%	392
2024 Q2	$6.6K	Sell	125 -3,335	-96%	-$178K	﹤0.01%	471
2024 Q1	$187K	Buy	+3,460	New	+$187K	0.06%	224
2022 Q3	–	Sell	-308	Closed	-$21K	–	428
2022 Q2	$21K	Hold	308	–	–	0.01%	306
2022 Q1	$21K	Buy	+308	New	+$20.9K	0.01%	317
2020 Q4	–	Sell	-36	Closed	-$2K	–	381
2020 Q3	$2K	Buy	+36	New	+$2.13K	﹤0.01%	357

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

Independence Bank of Kentucky reduced its Realty Income (O) stake by 65% in Q2 2026, selling an estimated $34.3K and leaving 300 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Independence Bank of Kentucky first reported a position in O in Q3 2020 and has held it in 13 quarters since. The position peaked at $187K in Q1 2024. 696 funds tracked by Wall St. Rank hold O as of Q2 2026.

Independence Bank of Kentucky held 300 shares of Realty Income worth $18.6K as of Q2 2026.
Independence Bank of Kentucky sold 550 Realty Income shares in Q2 2026, an estimated $34.3K.
Realty Income made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #471 holding.
Independence Bank of Kentucky first reported a position in Realty Income in Q3 2020 and has held it in 13 quarters since.
Independence Bank of Kentucky's Realty Income position peaked at $187K in Q1 2024.
696 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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