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Investments & Financial Planning LLC’s Stock Yards Bancorp SYBT Stock Holding History

Investments & Financial Planning LLC’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 		$514K Sell
6,719
-3,263
-33% -$234K 0.24% 23
2026
Q1 		$662K Buy
+9,982
New +$665K 0.36% 19

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

Investments & Financial Planning LLC's SYBT Position: Q2 2026 in Review

Investments & Financial Planning LLC reduced its Stock Yards Bancorp (SYBT) stake by 33% in Q2 2026, selling an estimated $234K and leaving 6,719 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #23.

Investments & Financial Planning LLC first reported a position in SYBT in Q1 2026 and has held it in 2 quarters since. The position peaked at $662K in Q1 2026. 247 funds tracked by Wall St. Rank hold SYBT as of Q2 2026.

  • Investments & Financial Planning LLC held 6,719 shares of Stock Yards Bancorp worth $514K as of Q2 2026.
  • Investments & Financial Planning LLC sold 3,263 Stock Yards Bancorp shares in Q2 2026, an estimated $234K.
  • Stock Yards Bancorp made up 0.24% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #23 holding.
  • Investments & Financial Planning LLC first reported a position in Stock Yards Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Investments & Financial Planning LLC's Stock Yards Bancorp position peaked at $662K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.