Apella Capital
CTBI icon

Apella Capital’s Community Trust Bancorp CTBI Stock Holding History

Apella Capital’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$342K Hold
4,593
– – ﹤0.01% 595
2026
Q2 		$331K Hold
4,593
– – ﹤0.01% 565
2026
Q1 		$308K Buy
+4,593
New +$279K ﹤0.01% 550

Other funds holding CTBI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Apella Capital's CTBI Position: Q3 2026 in Review

Apella Capital held its Community Trust Bancorp (CTBI) position steady in Q3 2026 at 4,593 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Apella Capital first reported a position in CTBI in Q1 2026 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold CTBI as of Q3 2026.

  • Apella Capital held 4,593 shares of Community Trust Bancorp worth $342K as of Q3 2026.
  • Apella Capital left its Community Trust Bancorp share count unchanged in Q3 2026.
  • Community Trust Bancorp made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #595 holding.
  • Apella Capital first reported a position in Community Trust Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.