Position in C
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,019,202
+$161,547 QoQ
Shares Held
14,427
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,054
of 2,617 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C 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. C ranks #3 (5.6% 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
This page
|
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 C
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,019,202 | 14,427 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,857,655 | 16,380 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,950,940 | 16,719 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,408,718 | 13,879 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,246,071 | 14,639 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,009,335 | 14,218 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $742,825 | 10,553 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $525,401 | 8,393 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $121,398 | 1,913 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $120,978 | 1,913 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $100,976 | 1,963 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $109,899 | 2,672 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $246,221 | 5,348 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $297,657 | 6,348 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $325,565 | 7,198 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $316,817 | 7,603 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $404,620 | 8,798 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $582,754 | 10,913 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $643,938 | 10,663 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $646,919 | 9,218 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $549,161 | 7,762 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $603,461 | 8,295 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $573,006 | 9,293 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $490,462 | 11,377 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $606,710 | 11,873 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $453,337 | 10,763 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||