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

Empowered Funds’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	-45,005	Closed	-$218K	–	1874
2025 Q1	$218K	Buy	45,005 +60	+0.1%	+$284	﹤0.01%	1490
2024 Q4	$214K	Sell	44,945 -42,500	-49%	-$201K	﹤0.01%	1482
2024 Q3	$398K	Sell	87,445 -7,500	-8%	-$40.8K	0.01%	1159
2024 Q2	$497K	Sell	94,945 -37,540	-28%	-$185K	0.01%	1056
2024 Q1	$684K	Sell	132,485 -13,027	-9%	-$67.8K	0.01%	1001
2023 Q4	$840K	Sell	145,512 -4,070	-3%	-$23.4K	0.02%	833
2023 Q3	$874K	Buy	149,582 +12,166	+9%	+$71.2K	0.03%	714
2023 Q2	$752K	Buy	+137,416	New	+$722K	0.03%	694

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

Empowered Funds's SBT Position: Q2 2025 in Review

Empowered Funds sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2025, closing a stake of 45,005 shares — an estimated $218K sold.

Empowered Funds first reported a position in SBT in Q2 2023 and held it in 8 quarters. The position peaked at $874K in Q3 2023. 8 funds tracked by Wall St. Rank hold SBT as of Q2 2025.

Empowered Funds reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Empowered Funds sold 45,005 Sterling Bancorp, Inc. Common Stock shares in Q2 2025, an estimated $218K.
Empowered Funds first reported a position in Sterling Bancorp, Inc. Common Stock in Q2 2023 and held it in 8 quarters.
Empowered Funds's Sterling Bancorp, Inc. Common Stock position peaked at $874K in Q3 2023.
8 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2025.

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