Covestor’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Covestor’s Portfolio SBT Stock Details SBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,636	Closed	-$22K	–	2875
2025 Q1	$22K	Buy	4,636 +8	+0.2%	+$38	0.01%	1182
2024 Q4	$22K	Buy	4,628 +770	+20%	+$3.65K	0.01%	1165
2024 Q3	$17K	Buy	3,858 +3,781	+4,910%	+$20.6K	0.01%	1283
2024 Q2	$0	Buy	+77	New	+$379	﹤0.01%	2853

Other funds holding SBT

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Covestor's SBT Position: Q2 2025 in Review

Covestor sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2025, closing a stake of 4,636 shares — an estimated $22K sold.

Covestor first reported a position in SBT in Q2 2024 and held it in 4 quarters. The position peaked at $22K in Q1 2025. 8 funds tracked by Wall St. Rank hold SBT as of Q2 2025.

Covestor reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Covestor sold 4,636 Sterling Bancorp, Inc. Common Stock shares in Q2 2025, an estimated $22K.
Covestor first reported a position in Sterling Bancorp, Inc. Common Stock in Q2 2024 and held it in 4 quarters.
Covestor's Sterling Bancorp, Inc. Common Stock position peaked at $22K in Q1 2025.
8 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.