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Independence Bank of Kentucky’s Winnebago Industries WGO Stock Holding History

Independence Bank of Kentucky’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-200
Closed -$9.56K – 636
2024
Q4 		$9.56K Hold
200
– – ﹤0.01% 518
2024
Q3 		$11.6K Buy
+200
New +$11.5K ﹤0.01% 473

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independence Bank of Kentucky's WGO Position: Q1 2025 in Review

Independence Bank of Kentucky sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 200 shares — an estimated $9.56K sold.

Independence Bank of Kentucky first reported a position in WGO in Q3 2024 and held it in 2 quarters. The position peaked at $11.6K in Q3 2024. 257 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

  • Independence Bank of Kentucky reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 200 Winnebago Industries shares in Q1 2025, an estimated $9.56K.
  • Independence Bank of Kentucky first reported a position in Winnebago Industries in Q3 2024 and held it in 2 quarters.
  • Independence Bank of Kentucky's Winnebago Industries position peaked at $11.6K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on Independence Bank of Kentucky's 13F filing for Q1 2025, filed 11 Apr 2025.