Pinnacle Holdings’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Pinnacle Holdings’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	-75,054	Closed	-$357K	–	256
2024 Q4	$357K	Sell	75,054 -440	-0.6%	-$2.08K	0.13%	149
2024 Q3	$343K	Sell	75,494 -100	-0.1%	-$544	0.13%	145
2024 Q2	$395K	Sell	75,594 -275	-0.4%	-$1.35K	0.16%	141
2024 Q1	$391K	Sell	75,869 -1,345	-2%	-$7K	0.16%	142
2023 Q4	$446K	Hold	77,214	–	–	0.18%	130
2023 Q3	$451K	Hold	77,214	–	–	0.21%	122
2023 Q2	$422K	Hold	77,214	–	–	0.19%	128
2023 Q1	$437K	Buy	77,214 +12,609	+20%	+$75.4K	0.2%	118
2022 Q4	$393K	Sell	64,605 -736	-1%	-$4.61K	0.18%	134
2022 Q3	$394K	Hold	65,341	–	–	0.18%	127
2022 Q2	$372K	Hold	65,341	–	–	0.17%	129
2022 Q1	$464K	Hold	65,341	–	–	0.18%	131
2021 Q4	$376K	Hold	65,341	–	–	0.16%	139
2021 Q3	$337K	Buy	+65,341	New	+$328K	0.15%	139

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

Pinnacle Holdings's SBT Position: Q1 2025 in Review

Pinnacle Holdings sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q1 2025, closing a stake of 75,054 shares — an estimated $357K sold.

Pinnacle Holdings first reported a position in SBT in Q3 2021 and held it in 14 quarters. The position peaked at $464K in Q1 2022. 55 funds tracked by Wall St. Rank hold SBT as of Q1 2025.

Pinnacle Holdings reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Pinnacle Holdings sold 75,054 Sterling Bancorp, Inc. Common Stock shares in Q1 2025, an estimated $357K.
Pinnacle Holdings first reported a position in Sterling Bancorp, Inc. Common Stock in Q3 2021 and held it in 14 quarters.
Pinnacle Holdings's Sterling Bancorp, Inc. Common Stock position peaked at $464K in Q1 2022.
55 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q1 2025.

Based on Pinnacle Holdings's 13F filing for Q1 2025, filed 13 May 2025.