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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
Q2 		– Sell
-3,449
Closed -$209K – 1755
2026
Q1 		$209K Buy
+3,449
New +$210K ﹤0.01% 1391

Other funds holding CTBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

EP Wealth Advisors's CTBI Position: Q2 2026 in Review

EP Wealth Advisors sold out of Community Trust Bancorp (CTBI) in Q2 2026, closing a stake of 3,449 shares — an estimated $209K sold.

EP Wealth Advisors first reported a position in CTBI in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 190 funds tracked by Wall St. Rank hold CTBI as of Q2 2026.

  • EP Wealth Advisors reported no remaining Community Trust Bancorp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,449 Community Trust Bancorp shares in Q2 2026, an estimated $209K.
  • EP Wealth Advisors first reported a position in Community Trust Bancorp in Q1 2026 and held it in 1 quarter.
  • EP Wealth Advisors's Community Trust Bancorp position peaked at $209K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.