Independence Bank of Kentucky

Bank

Position in MS — Morgan Stanley

CIK 1730479 OWENSBORO, KY

Position in MS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,283,343

+$453,325 QoQ

Shares Held

10,923

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,029

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Independence Bank of Kentucky holds $5,012,338 across 3 Capital Markets names. MS ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	10,923	$2,283,343
2	GS	Goldman Sachs Group Inc	1,866	$1,887,216
3	SCHW	Schwab Charles Corp	9,123	$841,779

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,283,343	10,923	-1.8%	Shares	Sole	2026-07-13
2026-03-31	$1,830,018	11,120	-1.6%	Shares	Sole	2026-04-30
2025-12-31	$2,007,154	11,306	-0.2%	Shares	Sole	2026-01-20
2025-09-30	$1,800,539	11,327	-3.5%	Shares	Sole	2025-10-09
2025-06-30	$1,654,118	11,743	+0.1%	Shares	Sole	2025-07-17
2025-03-31	$1,369,005	11,734	-0.9%	Shares	Sole	2025-04-11
2024-12-31	$1,489,153	11,845	-2.1%	Shares	Sole	2025-01-24
2024-09-30	$1,261,199	12,099	+203.6%	Shares	Sole	2024-10-09
2024-06-30	$387,302	3,985	+32.7%	Shares	Sole	2024-07-25
2024-03-31	$282,856	3,004	+24.4%	Shares	Sole	2024-04-16
2023-12-31	$225,105	2,414	-3.6%	Shares	Sole	2024-01-23
2023-09-30	$204,501	2,504	+19.3%	Shares	Sole	2023-10-16
2023-06-30	$179,254	2,099	+2.2%	Shares	Sole	2023-07-07
2023-03-31	$180,341	2,054	+36.6%	Shares	Sole	2023-04-06
2022-12-31	$127,870	1,504	+10.3%	Shares	Sole	2023-01-09
2022-09-30	$107,769	1,364	0.0%	Shares	Sole	2022-10-06
2022-06-30	$103,745	1,364	0.0%	Shares	Sole	2022-07-06
2022-03-31	$119,213	1,364	0.0%	Shares	Sole	2022-04-14
2021-12-31	$133,890	1,364	0.0%	Shares	Sole	2022-01-26
2021-09-30	$132,730	1,364	+2.7%	Shares	Sole	2021-10-26
2021-06-30	$121,764	1,328	-7.0%	Shares	Sole	2021-07-23
2021-03-31	$110,898	1,428	-44.8%	Shares	Sole	2021-04-21
2020-12-31	$177,218	2,586	+115.5%	Shares	Sole	2021-01-22
2020-09-30	$58,020	1,200	-29.4%	Shares	Sole	2020-10-05
2020-06-30	$82,110	1,700	-10.5%	Shares	Sole	2020-07-08
2020-03-31	$64,600	1,900	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.