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Oxford Financial Group’s Stock Yards Bancorp SYBT Stock Holding History

Oxford Financial Group’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 		$9.69M Hold
146,124
– – 0.52% 24
2025
Q4 		$9.49M Buy
146,124
+261
+0.2% +$17.5K 0.52% 25
2025
Q3 		$10.2M Buy
145,863
+107
+0.1% +$8.26K 0.58% 26
2025
Q2 		$11.5M Buy
145,756
+122
+0.1% +$8.91K 0.68% 23
2025
Q1 		$10.1M Sell
145,634
-625
-0.4% -$44.9K 0.71% 23
2024
Q4 		$10.5M Sell
146,259
-1,932
-1% -$136K 0.68% 21
2024
Q3 		$9.19M Buy
148,191
+140
+0.1% +$8.08K 0.58% 24
2024
Q2 		$7.35M Buy
148,051
+173
+0.1% +$8.07K 0.49% 28
2024
Q1 		$7.23M Hold
147,878
– – 0.5% 28
2023
Q4 		$7.61M Buy
147,878
+353
+0.2% +$15.7K 0.56% 26
2023
Q3 		$5.8M Buy
147,525
+176
+0.1% +$7.97K 0.5% 27
2023
Q2 		$6.69M Sell
147,349
-215
-0.1% -$10.1K 0.64% 22
2023
Q1 		$8.14M Buy
147,564
+350
+0.2% +$20.4K 0.91% 19
2022
Q4 		$9.57M Buy
147,214
+629
+0.4% +$45K 1.11% 18
2022
Q3 		$9.97M Buy
146,585
+200
+0.1% +$13.4K 1.5% 14
2022
Q2 		$8.76M Buy
146,385
+975
+0.7% +$54.4K 1.29% 14
2022
Q1 		$7.69M Buy
145,410
+403
+0.3% +$23.1K 0.98% 15
2021
Q4 		$9.26M Buy
145,007
+132,757
+1,084% +$8.35M 1.04% 14
2021
Q3 		$718K Buy
+12,250
New +$627K 0.09% 90

Other funds holding SYBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Oxford Financial Group's SYBT Position: Q1 2026 in Review

Oxford Financial Group held its Stock Yards Bancorp (SYBT) position steady in Q1 2026 at 146,124 shares worth $9.69M. The position accounts for 0.52% of the portfolio, ranked #24.

Oxford Financial Group first reported a position in SYBT in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.5M in Q2 2025. 238 funds tracked by Wall St. Rank hold SYBT as of Q1 2026.

  • Oxford Financial Group held 146,124 shares of Stock Yards Bancorp worth $9.69M as of Q1 2026.
  • Oxford Financial Group left its Stock Yards Bancorp share count unchanged in Q1 2026.
  • Stock Yards Bancorp made up 0.52% of Oxford Financial Group's portfolio in Q1 2026, its #24 holding.
  • Oxford Financial Group first reported a position in Stock Yards Bancorp in Q3 2021 and has held it in 19 quarters since.
  • Oxford Financial Group's Stock Yards Bancorp position peaked at $11.5M in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.