Wealth Dimensions Group’s Republic Bancorp RBCAA Stock Holding History

Wealth Dimensions Group’s Portfolio RBCAA Stock Details RBCAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$961K	Sell	10,483 -4,942	-32%	-$467K	0.16%	67
2026 Q2	$1.39M	Buy	15,425 +104	+0.7%	+$8.24K	0.25%	52
2026 Q1	$1.08M	Buy	15,321 +2,215	+17%	+$156K	0.21%	58
2025 Q4	$904K	Buy	13,106 +85	+0.7%	+$5.89K	0.18%	67
2025 Q3	$941K	Buy	13,021 +77	+0.6%	+$5.69K	0.19%	67
2025 Q2	$946K	Buy	12,944 +1,079	+9%	+$73.8K	0.21%	66
2025 Q1	$757K	Buy	+11,865	New	+$787K	0.18%	68

Other funds holding RBCAA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $454M AUM 15.94% 1-Year Est. Return

GAFA

Garton & Associates Financial Advisors Louisville, Kentucky $41M AUM 12.99% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Wealth Dimensions Group's RBCAA Position: Q3 2026 in Review

Wealth Dimensions Group reduced its Republic Bancorp (RBCAA) stake by 32% in Q3 2026, selling an estimated $467K and leaving 10,483 shares worth $961K. The position accounts for 0.16% of the portfolio, ranked #67.

Wealth Dimensions Group first reported a position in RBCAA in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2026. 46 funds tracked by Wall St. Rank hold RBCAA as of Q3 2026.

Wealth Dimensions Group held 10,483 shares of Republic Bancorp worth $961K as of Q3 2026.
Wealth Dimensions Group sold 4,942 Republic Bancorp shares in Q3 2026, an estimated $467K.
Republic Bancorp made up 0.16% of Wealth Dimensions Group's portfolio in Q3 2026, its #67 holding.
Wealth Dimensions Group first reported a position in Republic Bancorp in Q1 2025 and has held it in 7 quarters since.
Wealth Dimensions Group's Republic Bancorp position peaked at $1.39M in Q2 2026.
46 funds tracked by Wall St. Rank held Republic Bancorp as of Q3 2026.

Based on Wealth Dimensions Group's 13F filing for Q3 2026, filed 2 Nov 2026.