Concourse Financial Group Securities’s Stock Yards Bancorp SYBT Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-4,925	Closed	-$365K	–	1823
2024 Q4	$365K	Sell	4,925 -1,400	-22%	-$98.6K	0.02%	555
2024 Q3	$394K	Sell	6,325 -80	-1%	-$4.62K	0.02%	520
2024 Q2	$320K	Hold	6,405	–	–	0.02%	558
2024 Q1	$315K	Hold	6,405	–	–	0.02%	546
2023 Q4	$330K	Buy	6,405 +400	+7%	+$17.8K	0.02%	521
2023 Q3	$238K	Buy	6,005 +1,430	+31%	+$64.7K	0.02%	573
2023 Q2	$209K	Hold	4,575	–	–	0.02%	628
2023 Q1	$254K	Hold	4,575	–	–	0.02%	581
2022 Q4	$297K	Hold	4,575	–	–	0.02%	520
2022 Q3	$312K	Hold	4,575	–	–	0.03%	446
2022 Q2	$275K	Hold	4,575	–	–	0.02%	520
2022 Q1	$243K	Hold	4,575	–	–	0.02%	588
2021 Q4	$292K	Hold	4,575	–	–	0.02%	607
2021 Q3	$270K	Buy	4,575 +3,000	+190%	+$153K	0.02%	621
2021 Q2	$81K	Hold	1,575	–	–	0.01%	1074
2021 Q1	$81K	Hold	1,575	–	–	0.01%	1032
2020 Q4	$64K	Hold	1,575	–	–	﹤0.01%	1074
2020 Q3	$54K	Hold	1,575	–	–	﹤0.01%	1031
2020 Q2	$64K	Hold	1,575	–	–	0.01%	892
2020 Q1	$46K	Hold	1,575	–	–	0.01%	940
2019 Q4	$65K	Buy	+1,575	New	+$62.5K	0.01%	856
2019 Q3	–	Sell	-1,575	Closed	-$57.4K	–	2120
2019 Q2	$57K	Hold	1,575	–	–	0.01%	818
2019 Q1	$53K	Hold	1,575	–	–	0.01%	866
2018 Q4	$51K	Buy	+1,575	New	+$50.2K	0.01%	811

Other funds holding SYBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concourse Financial Group Securities's SYBT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Stock Yards Bancorp (SYBT) in Q1 2025, closing a stake of 4,925 shares — an estimated $365K sold.

Concourse Financial Group Securities first reported a position in SYBT in Q4 2018 and held it in 24 quarters. The position peaked at $394K in Q3 2024. 201 funds tracked by Wall St. Rank hold SYBT as of Q1 2025.

Concourse Financial Group Securities reported no remaining Stock Yards Bancorp position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 4,925 Stock Yards Bancorp shares in Q1 2025, an estimated $365K.
Concourse Financial Group Securities first reported a position in Stock Yards Bancorp in Q4 2018 and held it in 24 quarters.
Concourse Financial Group Securities's Stock Yards Bancorp position peaked at $394K in Q3 2024.
201 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.