Independence Bank of Kentucky’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.45M | Sell |
10,928
-1,578
| -13% | -$666K | 0.5% | 42 |
|
|
2026
Q1 | $5.32M | Buy |
12,506
+2,160
| +21% | +$1M | 0.67% | 32 |
|
|
2025
Q4 | $5.41M | Buy |
10,346
+135
| +1% | +$66.8K | 0.67% | 31 |
|
|
2025
Q3 | $4.97M | Buy |
10,211
+217
| +2% | +$116K | 0.64% | 31 |
|
|
2025
Q2 | $5.27M | Sell |
9,994
-7
| -0.1% | -$3.49K | 0.75% | 26 |
|
|
2025
Q1 | $5.08M | Sell |
10,001
-5
| -0% | -$2.56K | 0.79% | 25 |
|
|
2024
Q4 | $4.98M | Buy |
10,006
+7,848
| +364% | +$3.98M | 0.77% | 26 |
|
|
2024
Q3 | $1.11M | Buy |
2,158
+6
| +0.3% | +$2.97K | 0.24% | 105 |
|
|
2024
Q2 | $960K | Buy |
2,152
+175
| +9% | +$75.1K | 0.25% | 98 |
|
|
2024
Q1 | $841K | Buy |
1,977
+490
| +33% | +$212K | 0.25% | 98 |
|
|
2023
Q4 | $655K | Buy |
1,487
+25
| +2% | +$9.87K | 0.23% | 108 |
|
|
2023
Q3 | $534K | Buy |
1,462
+269
| +23% | +$106K | 0.23% | 105 |
|
|
2023
Q2 | $478K | Buy |
1,193
+26
| +2% | +$9.5K | 0.19% | 113 |
|
|
2023
Q1 | $402K | Sell |
1,167
-3
| -0.3% | -$1.06K | 0.17% | 120 |
|
|
2022
Q4 | $392K | Buy |
1,170
+3
| +0.3% | +$989 | 0.18% | 119 |
|
|
2022
Q3 | $356K | Hold |
1,167
| – | – | 0.18% | 115 |
|
|
2022
Q2 | $393K | Hold |
1,167
| – | – | 0.18% | 115 |
|
|
2022
Q1 | $479K | Hold |
1,167
| – | – | 0.19% | 115 |
|
|
2021
Q4 | $551K | Hold |
1,167
| – | – | 0.23% | 104 |
|
|
2021
Q3 | $496K | Hold |
1,167
| – | – | 0.21% | 103 |
|
|
2021
Q2 | $479K | Hold |
1,167
| – | – | 0.21% | 104 |
|
|
2021
Q1 | $412K | Hold |
1,167
| – | – | 0.2% | 107 |
|
|
2020
Q4 | $384K | Hold |
1,167
| – | – | 0.2% | 106 |
|
|
2020
Q3 | $421K | Hold |
1,167
| – | – | 0.24% | 94 |
|
|
2020
Q2 | $385K | Hold |
1,167
| – | – | 0.25% | 91 |
|
|
2020
Q1 | $286K | Hold |
1,167
| – | – | 0.22% | 101 |
|
|
2019
Q4 | $319K | Hold |
1,167
| – | – | 0.21% | 101 |
|
|
2019
Q3 | $286K | Hold |
1,167
| – | – | 0.2% | 103 |
|
|
2019
Q2 | $266K | Hold |
1,167
| – | – | 0.21% | 96 |
|
|
2019
Q1 | $246K | Hold |
1,167
| – | – | 0.2% | 101 |
|
|
2018
Q4 | $198K | Hold |
1,167
| – | – | 0.18% | 102 |
|
|
2018
Q3 | $228K | Hold |
1,167
| – | – | 0.18% | 106 |
|
|
2018
Q2 | $238K | Hold |
1,167
| – | – | 0.2% | 97 |
|
|
2018
Q1 | $223K | Hold |
1,167
| – | – | 0.19% | 101 |
|
|
2017
Q4 | $198K | Buy |
+1,167
| New | +$191K | 0.17% | 111 |
|
Other funds holding SPGI
RCWMU
Independence Bank of Kentucky's SPGI Position: Q2 2026 in Review
Independence Bank of Kentucky reduced its S&P Global (SPGI) stake by 13% in Q2 2026, selling an estimated $666K and leaving 10,928 shares worth $4.45M. The position accounts for 0.5% of the portfolio, ranked #42.
Independence Bank of Kentucky first reported a position in SPGI in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.41M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.
- Independence Bank of Kentucky held 10,928 shares of S&P Global worth $4.45M as of Q2 2026.
- Independence Bank of Kentucky sold 1,578 S&P Global shares in Q2 2026, an estimated $666K.
- S&P Global made up 0.5% of Independence Bank of Kentucky's portfolio in Q2 2026, its #42 holding.
- Independence Bank of Kentucky first reported a position in S&P Global in Q4 2017 and has held it in 35 quarters since.
- Independence Bank of Kentucky's S&P Global position peaked at $5.41M in Q4 2025.
- 1,236 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.