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Independence Bank of Kentucky’s Sun Communities SUI Stock Holding History

Independence Bank of Kentucky’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-125
Closed -$15.7K – 621
2026
Q1 		$15.7K Sell
125
-125
-50% -$16.2K ﹤0.01% 498
2025
Q4 		$31K Hold
250
– – ﹤0.01% 455
2025
Q3 		$32.3K Hold
250
– – ﹤0.01% 451
2025
Q2 		$31.6K Hold
250
– – ﹤0.01% 446
2025
Q1 		$32.2K Sell
250
-45
-15% -$5.75K 0.01% 431
2024
Q4 		$36.3K Hold
295
– – 0.01% 422
2024
Q3 		$39.9K Buy
+295
New +$38.8K 0.01% 385

Other funds holding SUI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Independence Bank of Kentucky sold out of Sun Communities (SUI) in Q2 2026, closing a stake of 125 shares — an estimated $15.7K sold.

Independence Bank of Kentucky first reported a position in SUI in Q3 2024 and held it in 7 quarters. The position peaked at $39.9K in Q3 2024. 328 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Independence Bank of Kentucky reported no remaining Sun Communities position as of Q2 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 125 Sun Communities shares in Q2 2026, an estimated $15.7K.
  • Independence Bank of Kentucky first reported a position in Sun Communities in Q3 2024 and held it in 7 quarters.
  • Independence Bank of Kentucky's Sun Communities position peaked at $39.9K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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