Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Stock Yards Bancorp SYBT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SYBT Stock Details SYBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.4K Sell
459
-60
-12% -$4K ﹤0.01% 4157
2025
Q4 		$34K Sell
519
-40
-7% -$2.69K ﹤0.01% 3877
2025
Q3 		$39K Buy
559
+84
+18% +$6.48K ﹤0.01% 3727
2025
Q2 		$38K Buy
475
+5
+1% +$365 ﹤0.01% 3484
2025
Q1 		$32K Buy
470
+35
+8% +$2.52K ﹤0.01% 3346
2024
Q4 		$31K Buy
435
+63
+17% +$4.44K ﹤0.01% 3154
2024
Q3 		$23K Buy
372
+69
+23% +$3.98K ﹤0.01% 3279
2024
Q2 		$15K Buy
303
+20
+7% +$933 ﹤0.01% 3316
2024
Q1 		$14K Buy
283
+10
+4% +$474 ﹤0.01% 3150
2023
Q4 		$14K Buy
273
+262
+2,382% +$11.7K ﹤0.01% 3009
2023
Q3 		$0 Buy
+11
New +$498 ﹤0.01% 4520
2023
Q2 		– Sell
-171
Closed -$9K – 4453
2023
Q1 		$9K Buy
171
+106
+163% +$6.19K ﹤0.01% 3033
2022
Q4 		$4K Hold
65
– – ﹤0.01% 3333
2022
Q3 		$4K Hold
65
– – ﹤0.01% 3220
2022
Q2 		$4K Hold
65
– – ﹤0.01% 3134
2022
Q1 		$3K Hold
65
– – ﹤0.01% 3086
2021
Q4 		$4K Buy
+65
New +$4.09K ﹤0.01% 2889
2021
Q2 		$3K Hold
65
– – ﹤0.01% 2562
2021
Q1 		$3K Hold
65
– – ﹤0.01% 2561
2020
Q4 		$3K Hold
65
– – ﹤0.01% 2561
2020
Q3 		$3K Hold
65
– – ﹤0.01% 2560
2020
Q2 		$3K Hold
65
– – ﹤0.01% 2559
2020
Q1 		$3K Hold
65
– – ﹤0.01% 2557
2019
Q4 		$3K Hold
65
– – ﹤0.01% 2556
2019
Q3 		$3K Hold
65
– – ﹤0.01% 2556
2019
Q2 		$3K Hold
65
– – ﹤0.01% 2556
2019
Q1 		$3K Buy
+65
New +$2.27K ﹤0.01% 2556

Other funds holding SYBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s SYBT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Stock Yards Bancorp (SYBT) stake by 12% in Q1 2026, selling an estimated $4K and leaving 459 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

Carson Wealth (CWM LLC) first reported a position in SYBT in Q1 2019 and has held it in 27 quarters since. The position peaked at $39K in Q3 2025. 238 funds tracked by Wall St. Rank hold SYBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 459 shares of Stock Yards Bancorp worth $30.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 60 Stock Yards Bancorp shares in Q1 2026, an estimated $4K.
  • Stock Yards Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4157 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stock Yards Bancorp in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Stock Yards Bancorp position peaked at $39K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.