Independence Bank of Kentucky’s Vertiv VRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3M	Sell	45,817 -1,880	-4%	-$596K	1.73%	11
2026 Q1	$12M	Sell	47,697 -8,896	-16%	-$1.97M	1.51%	12
2025 Q4	$9.17M	Sell	56,593 -2,291	-4%	-$398K	1.14%	15
2025 Q3	$8.88M	Sell	58,884 -230	-0.4%	-$30.7K	1.14%	15
2025 Q2	$7.59M	Buy	59,114 +6,341	+12%	+$617K	1.08%	16
2025 Q1	$3.81M	Buy	52,773 +25,608	+94%	+$2.73M	0.6%	34
2024 Q4	$3.09M	Buy	27,165 +4,045	+17%	+$480K	0.47%	43
2024 Q3	$2.3M	Buy	23,120 +20,150	+678%	+$1.67M	0.49%	44
2024 Q2	$257K	Buy	2,970 +1,820	+158%	+$166K	0.07%	201
2024 Q1	$93.9K	Buy	1,150 +1,000	+667%	+$62.8K	0.03%	284
2023 Q4	$7.21K	Hold	150	–	–	﹤0.01%	445
2023 Q3	$5.58K	Buy	150 +84	+127%	+$2.77K	﹤0.01%	425
2023 Q2	$1.64K	Buy	+66	New	+$1.13K	﹤0.01%	491

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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 22.96% 1-Year Est. Return

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

Independence Bank of Kentucky reduced its Vertiv (VRT) stake by 3.9% in Q2 2026, selling an estimated $596K and leaving 45,817 shares worth $15.3M. The position accounts for 1.73% of the portfolio, ranked #11.

Independence Bank of Kentucky first reported a position in VRT in Q2 2023 and has held it in 13 quarters since. 1,215 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Independence Bank of Kentucky held 45,817 shares of Vertiv worth $15.3M as of Q2 2026.
Independence Bank of Kentucky sold 1,880 Vertiv shares in Q2 2026, an estimated $596K.
Vertiv made up 1.73% of Independence Bank of Kentucky's portfolio in Q2 2026, its #11 holding.
Independence Bank of Kentucky first reported a position in Vertiv in Q2 2023 and has held it in 13 quarters since.
1,215 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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