Independence Bank of Kentucky’s Boston Beer SAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$885	Hold	5	–	–	﹤0.01%	580
2026 Q1	$1.15K	Hold	5	–	–	﹤0.01%	612
2025 Q4	$976	Hold	5	–	–	﹤0.01%	692
2025 Q3	$1.06K	Hold	5	–	–	﹤0.01%	614
2025 Q2	$954	Hold	5	–	–	﹤0.01%	607
2025 Q1	$1.19K	Hold	5	–	–	﹤0.01%	604
2024 Q4	$1.5K	Hold	5	–	–	﹤0.01%	607
2024 Q3	$1.45K	Buy	+5	New	+$1.39K	﹤0.01%	574

Other funds holding SAM

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Independence Bank of Kentucky held its Boston Beer (SAM) position steady in Q2 2026 at 5 shares worth $885. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Independence Bank of Kentucky first reported a position in SAM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5K in Q4 2024. 91 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

Independence Bank of Kentucky held 5 shares of Boston Beer worth $885 as of Q2 2026.
Independence Bank of Kentucky left its Boston Beer share count unchanged in Q2 2026.
Boston Beer made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #580 holding.
Independence Bank of Kentucky first reported a position in Boston Beer in Q3 2024 and has held it in 8 quarters since.
Independence Bank of Kentucky's Boston Beer position peaked at $1.5K in Q4 2024.
91 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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