NewEdge Advisors’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

NewEdge Advisors’s Portfolio SBT Stock Details SBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-172,644	Closed	-$822K	–	4132
2024 Q4	$822K	Sell	172,644 -87,632	-34%	-$415K	﹤0.01%	1265
2024 Q3	$1.18M	Sell	260,276 -18,425	-7%	-$100K	0.01%	1026
2024 Q2	$1.46M	Sell	278,701 -14,916	-5%	-$73.5K	0.01%	899
2024 Q1	$1.52M	Sell	293,617 -10,663	-4%	-$55.5K	0.01%	799
2023 Q4	$1.76M	Sell	304,280 -11,294	-4%	-$65K	0.02%	716
2023 Q3	$1.84M	Hold	315,574	–	–	0.02%	627
2023 Q2	$1.73M	Hold	315,574	–	–	0.02%	642
2023 Q1	$1.45M	Buy	+315,574	New	+$1.89M	0.02%	644

Other funds holding SBT

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NewEdge Advisors's SBT Position: Q1 2025 in Review

NewEdge Advisors sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q1 2025, closing a stake of 172,644 shares — an estimated $822K sold.

NewEdge Advisors first reported a position in SBT in Q1 2023 and held it in 8 quarters. The position peaked at $1.84M in Q3 2023. 55 funds tracked by Wall St. Rank hold SBT as of Q1 2025.

NewEdge Advisors reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 172,644 Sterling Bancorp, Inc. Common Stock shares in Q1 2025, an estimated $822K.
NewEdge Advisors first reported a position in Sterling Bancorp, Inc. Common Stock in Q1 2023 and held it in 8 quarters.
NewEdge Advisors's Sterling Bancorp, Inc. Common Stock position peaked at $1.84M in Q3 2023.
55 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.