Independence Bank of Kentucky’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $104K | Buy |
1,259
+435
| +53% | +$35K | 0.01% | 339 |
|
|
2026
Q1 | $65.6K | Sell |
824
-647
| -44% | -$55.6K | 0.01% | 384 |
|
|
2025
Q4 | $137K | Buy |
1,471
+95
| +7% | +$8.25K | 0.02% | 321 |
|
|
2025
Q3 | $115K | Buy |
1,376
+52
| +4% | +$4.22K | 0.01% | 339 |
|
|
2025
Q2 | $106K | Hold |
1,324
| – | – | 0.02% | 339 |
|
|
2025
Q1 | $95K | Hold |
1,324
| – | – | 0.01% | 343 |
|
|
2024
Q4 | $93K | Buy |
1,324
+304
| +30% | +$20.8K | 0.01% | 348 |
|
|
2024
Q3 | $57.6K | Sell |
1,020
-495
| -33% | -$28K | 0.01% | 365 |
|
|
2024
Q2 | $90K | Hold |
1,515
| – | – | 0.02% | 303 |
|
|
2024
Q1 | $87.8K | Sell |
1,515
-1,490
| -50% | -$78K | 0.03% | 289 |
|
|
2023
Q4 | $148K | Sell |
3,005
-400
| -12% | -$17.3K | 0.05% | 227 |
|
|
2023
Q3 | $139K | Sell |
3,405
-2,060
| -38% | -$88.9K | 0.06% | 202 |
|
|
2023
Q2 | $233K | Sell |
5,465
-500
| -8% | -$20.1K | 0.09% | 154 |
|
|
2023
Q1 | $223K | Sell |
5,965
-150
| -2% | -$6.54K | 0.1% | 153 |
|
|
2022
Q4 | $252K | Hold |
6,115
| – | – | 0.11% | 145 |
|
|
2022
Q3 | $246K | Sell |
6,115
-150
| -2% | -$6.44K | 0.12% | 130 |
|
|
2022
Q2 | $245K | Hold |
6,265
| – | – | 0.11% | 133 |
|
|
2022
Q1 | $304K | Buy |
6,265
+150
| +2% | +$8.03K | 0.12% | 135 |
|
|
2021
Q4 | $293K | Buy |
6,115
+120
| +2% | +$5.91K | 0.12% | 132 |
|
|
2021
Q3 | $278K | Sell |
5,995
-480
| -7% | -$22.2K | 0.12% | 134 |
|
|
2021
Q2 | $293K | Sell |
6,475
-1,400
| -18% | -$62.5K | 0.13% | 129 |
|
|
2021
Q1 | $308K | Sell |
7,875
-280
| -3% | -$9.91K | 0.15% | 122 |
|
|
2020
Q4 | $246K | Sell |
8,155
-665
| -8% | -$17.2K | 0.13% | 132 |
|
|
2020
Q3 | $207K | Sell |
8,820
-4,379
| -33% | -$108K | 0.12% | 129 |
|
|
2020
Q2 | $338K | Sell |
13,199
-3,183
| -19% | -$87.1K | 0.22% | 98 |
|
|
2020
Q1 | $470K | Sell |
16,382
-2,244
| -12% | -$95.4K | 0.37% | 77 |
|
|
2019
Q4 | $1M | Sell |
18,626
-220
| -1% | -$11.5K | 0.65% | 45 |
|
|
2019
Q3 | $951K | Buy |
18,846
+989
| +6% | +$46.6K | 0.68% | 43 |
|
|
2019
Q2 | $845K | Sell |
17,857
-5,501
| -24% | -$257K | 0.66% | 45 |
|
|
2019
Q1 | $1.13M | Sell |
23,358
-2,140
| -8% | -$105K | 0.92% | 38 |
|
|
2018
Q4 | $1.18M | Sell |
25,498
-5,525
| -18% | -$283K | 1.07% | 31 |
|
|
2018
Q3 | $1.63M | Sell |
31,023
-387
| -1% | -$22.1K | 1.28% | 26 |
|
|
2018
Q2 | $1.74M | Sell |
31,410
-725
| -2% | -$38.8K | 1.46% | 20 |
|
|
2018
Q1 | $1.68M | Sell |
32,135
-1,225
| -4% | -$72.8K | 1.43% | 20 |
|
|
2017
Q4 | $2.02M | Buy |
+33,360
| New | +$1.88M | 1.73% | 16 |
|
Other funds holding WFC
CF
DJC
Independence Bank of Kentucky's WFC Position: Q2 2026 in Review
Independence Bank of Kentucky increased its Wells Fargo (WFC) stake by 53% in Q2 2026, buying an estimated $35K and bringing the position to 1,259 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #339.
Independence Bank of Kentucky first reported a position in WFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.02M in Q4 2017. 1,316 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Independence Bank of Kentucky held 1,259 shares of Wells Fargo worth $104K as of Q2 2026.
- Independence Bank of Kentucky bought 435 Wells Fargo shares in Q2 2026, an estimated $35K.
- Wells Fargo made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #339 holding.
- Independence Bank of Kentucky first reported a position in Wells Fargo in Q4 2017 and has held it in 35 quarters since.
- Independence Bank of Kentucky's Wells Fargo position peaked at $2.02M in Q4 2017.
- 1,316 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.