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 Q1	$662K	Buy	+9,982	New	+$665K	0.36%	19

Other funds holding SYBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

SYBT

Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Investments & Financial Planning LLC's SYBT Position: Q1 2026 in Review

Investments & Financial Planning LLC opened a new position in Stock Yards Bancorp (SYBT) in Q1 2026: 9,982 shares worth $662K. The stake represents 0.36% of the portfolio and ranks #19 among its holdings.

238 funds tracked by Wall St. Rank hold SYBT as of Q1 2026.

Investments & Financial Planning LLC held 9,982 shares of Stock Yards Bancorp worth $662K as of Q1 2026.
Stock Yards Bancorp was a new Investments & Financial Planning LLC position in Q1 2026.
Stock Yards Bancorp made up 0.36% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #19 holding.
238 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.