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EP Wealth Advisors’s Community Trust Bancorp CTBI Stock Holding History

EP Wealth Advisors’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
Q1 		$209K Buy
+3,449
New +$210K ﹤0.01% 1391

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

EP Wealth Advisors's CTBI Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Community Trust Bancorp (CTBI) in Q1 2026: 3,449 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings.

182 funds tracked by Wall St. Rank hold CTBI as of Q1 2026.

  • EP Wealth Advisors held 3,449 shares of Community Trust Bancorp worth $209K as of Q1 2026.
  • Community Trust Bancorp was a new EP Wealth Advisors position in Q1 2026.
  • Community Trust Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1391 holding.
  • 182 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.