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Summit Wealth Group (Colorado)’s Stock Yards Bancorp SYBT Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,087
Closed -$385K – 459
2025
Q3 		$385K Buy
+8,087
New +$624K 0.06% 166

Other funds holding SYBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SYBT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Stock Yards Bancorp (SYBT) in Q4 2025, closing a stake of 8,087 shares — an estimated $385K sold.

Summit Wealth Group (Colorado) first reported a position in SYBT in Q3 2025 and held it in 1 quarter. The position peaked at $385K in Q3 2025. 234 funds tracked by Wall St. Rank hold SYBT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Stock Yards Bancorp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,087 Stock Yards Bancorp shares in Q4 2025, an estimated $385K.
  • Summit Wealth Group (Colorado) first reported a position in Stock Yards Bancorp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Stock Yards Bancorp position peaked at $385K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.