Independence Bank of Kentucky’s Shopify SHOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Sell	1,800 -50	-3%	-$5.71K	0.02%	281
2026 Q1	$219K	Buy	1,850 +100	+6%	+$13.1K	0.03%	267
2025 Q4	$282K	Hold	1,750	–	–	0.04%	250
2025 Q3	$260K	Hold	1,750	–	–	0.03%	263
2025 Q2	$202K	Hold	1,750	–	–	0.03%	280
2025 Q1	$167K	Hold	1,750	–	–	0.03%	292
2024 Q4	$186K	Hold	1,750	–	–	0.03%	287
2024 Q3	$140K	Buy	+1,750	New	+$121K	0.03%	296
2021 Q4	–	Sell	-810	Closed	-$110K	–	406
2021 Q3	$110K	Buy	810 +540	+200%	+$80.9K	0.05%	194
2021 Q2	$39K	Hold	270	–	–	0.02%	257
2021 Q1	$30K	Hold	270	–	–	0.01%	269
2020 Q4	$31K	Buy	+270	New	+$28.3K	0.02%	259

Other funds holding SHOP

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Independence Bank of Kentucky reduced its Shopify (SHOP) stake by 2.7% in Q2 2026, selling an estimated $5.71K and leaving 1,800 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #281.

Independence Bank of Kentucky first reported a position in SHOP in Q4 2020 and has held it in 12 quarters since. The position peaked at $282K in Q4 2025. 788 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Independence Bank of Kentucky held 1,800 shares of Shopify worth $206K as of Q2 2026.
Independence Bank of Kentucky sold 50 Shopify shares in Q2 2026, an estimated $5.71K.
Shopify made up 0.02% of Independence Bank of Kentucky's portfolio in Q2 2026, its #281 holding.
Independence Bank of Kentucky first reported a position in Shopify in Q4 2020 and has held it in 12 quarters since.
Independence Bank of Kentucky's Shopify position peaked at $282K in Q4 2025.
788 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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