Independence Bank of Kentucky’s Block Inc XYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1K	Sell	185 -15	-8%	-$1.05K	﹤0.01%	480
2026 Q1	$12K	Buy	200 +90	+82%	+$5.47K	﹤0.01%	512
2025 Q4	$7.16K	Buy	110 +100	+1,000%	+$6.9K	﹤0.01%	557
2025 Q3	$723	Sell	10 -55	-85%	-$4.12K	﹤0.01%	618
2025 Q2	$4.42K	Hold	65	–	–	﹤0.01%	573
2025 Q1	$3.53K	Hold	65	–	–	﹤0.01%	575
2024 Q4	$5.52K	Buy	65 +55	+550%	+$4.51K	﹤0.01%	562
2024 Q3	$671	Buy	+10	New	+$646	﹤0.01%	581
2023 Q2	–	Sell	-790	Closed	-$54.2K	–	529
2023 Q1	$54.2K	Hold	790	–	–	0.02%	256
2022 Q4	$50K	Hold	790	–	–	0.02%	257
2022 Q3	$43K	Sell	790 -185	-19%	-$13.1K	0.02%	251
2022 Q2	$60K	Sell	975 -175	-15%	-$16K	0.03%	234
2022 Q1	$156K	Buy	1,150 +955	+490%	+$116K	0.06%	184
2021 Q4	$31K	Buy	195 +175	+875%	+$37.9K	0.01%	278
2021 Q3	$5K	Buy	+20	New	+$5.14K	﹤0.01%	366

Other funds holding XYZ

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 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

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

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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

Independence Bank of Kentucky reduced its Block Inc (XYZ) stake by 7.5% in Q2 2026, selling an estimated $1.05K and leaving 185 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Independence Bank of Kentucky first reported a position in XYZ in Q3 2021 and has held it in 15 quarters since. The position peaked at $156K in Q1 2022. 556 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Independence Bank of Kentucky held 185 shares of Block Inc worth $14.1K as of Q2 2026.
Independence Bank of Kentucky sold 15 Block Inc shares in Q2 2026, an estimated $1.05K.
Block Inc made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #480 holding.
Independence Bank of Kentucky first reported a position in Block Inc in Q3 2021 and has held it in 15 quarters since.
Independence Bank of Kentucky's Block Inc position peaked at $156K in Q1 2022.
556 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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