EP Wealth Advisors
SYBT icon

EP Wealth Advisors’s Stock Yards Bancorp SYBT Stock Holding History

EP Wealth Advisors’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
2026
Q3 		$285K Buy
+3,691
New +$298K ﹤0.01% 1299
2026
Q2 		– Sell
-3,967
Closed -$263K – 1871
2026
Q1 		$263K Buy
3,967
+112
+3% +$7.46K ﹤0.01% 1242
2025
Q4 		$250K Buy
+3,855
New +$259K ﹤0.01% 1242
2025
Q2 		$296K Buy
+3,748
New +$274K ﹤0.01% 1026

Other funds holding SYBT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

EP Wealth Advisors's SYBT Position: Q3 2026 in Review

EP Wealth Advisors opened a new position in Stock Yards Bancorp (SYBT) in Q3 2026: 3,691 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1299 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SYBT as recently as Q1 2026.

EP Wealth Advisors first reported a position in SYBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q2 2025. 203 funds tracked by Wall St. Rank hold SYBT as of Q3 2026.

  • EP Wealth Advisors held 3,691 shares of Stock Yards Bancorp worth $285K as of Q3 2026.
  • Stock Yards Bancorp was a new EP Wealth Advisors position in Q3 2026.
  • Stock Yards Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q3 2026, its #1299 holding.
  • EP Wealth Advisors first reported a position in Stock Yards Bancorp in Q2 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's Stock Yards Bancorp position peaked at $296K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q3 2026.

Based on EP Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.