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Independence Bank of Kentucky’s SM Energy SM Stock Holding History

Independence Bank of Kentucky’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$548 Sell
21
-12,542
-100% -$377K ﹤0.01% 586
2026
Q1 		$392K Buy
+12,563
New +$287K 0.05% 226

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Fisher Asset Management
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Boston Partners
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Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

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

Independence Bank of Kentucky reduced its SM Energy (SM) stake by 100% in Q2 2026, selling an estimated $377K and leaving 21 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Independence Bank of Kentucky first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 227 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Independence Bank of Kentucky held 21 shares of SM Energy worth $548 as of Q2 2026.
  • Independence Bank of Kentucky sold 12,542 SM Energy shares in Q2 2026, an estimated $377K.
  • SM Energy made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #586 holding.
  • Independence Bank of Kentucky first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Independence Bank of Kentucky's SM Energy position peaked at $392K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

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