Position in BCS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,297
+$912 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
of 552 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Independence Bank of Kentucky holds $36,363,543 across 14 Banks - Diversified names. BCS ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,790 | $30,372,950 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,888 | $2,842,618 | |
| 3 | C |
Citigroup Inc
|
14,427 | $2,019,202 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,646 | $649,290 | |
| 5 | UBS |
UBS Group AG
|
4,766 | $236,202 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,259 | $104,043 | |
| 7 | BNS |
Bank Of Nova Scotia
|
1,005 | $87,274 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
136 | $12,932 |
All Filings in BCS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,297 | 160 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,385 | 160 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,072 | 160 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||