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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.49B AUM 27.82% 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
FMB
Field & Main Bank Henderson, Kentucky $485M AUM 34.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EP Wealth Advisors sold out of Stock Yards Bancorp (SYBT) in Q2 2026, closing a stake of 3,967 shares — an estimated $263K sold.

EP Wealth Advisors first reported a position in SYBT in Q2 2025 and held it in 3 quarters. The position peaked at $296K in Q2 2025. 248 funds tracked by Wall St. Rank hold SYBT as of Q2 2026.

  • EP Wealth Advisors reported no remaining Stock Yards Bancorp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 3,967 Stock Yards Bancorp shares in Q2 2026, an estimated $263K.
  • EP Wealth Advisors first reported a position in Stock Yards Bancorp in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Stock Yards Bancorp position peaked at $296K in Q2 2025.
  • 248 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q2 2026.

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