Tocqueville Asset Management’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

Tocqueville Asset Management’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 Q2	–	Sell	-140,000	Closed	-$678K	–	558
2025 Q1	$678K	Hold	140,000	–	–	0.01%	377
2024 Q4	$666K	Hold	140,000	–	–	0.01%	398
2024 Q3	$637K	Hold	140,000	–	–	0.01%	388
2024 Q2	$732K	Sell	140,000 -30,000	-18%	-$148K	0.01%	364
2024 Q1	$877K	Hold	170,000	–	–	0.01%	348
2023 Q4	$981K	Hold	170,000	–	–	0.02%	340
2023 Q3	$993K	Hold	170,000	–	–	0.02%	331
2023 Q2	$930K	Hold	170,000	–	–	0.02%	353
2023 Q1	$962K	Buy	170,000 +15,000	+10%	+$89.7K	0.02%	351
2022 Q4	$944K	Hold	155,000	–	–	0.02%	389
2022 Q3	$935K	Hold	155,000	–	–	0.02%	370
2022 Q2	$884K	Hold	155,000	–	–	0.02%	422
2022 Q1	$1.1M	Hold	155,000	–	–	0.02%	413
2021 Q4	$891K	Hold	155,000	–	–	0.01%	481
2021 Q3	$800K	Hold	155,000	–	–	0.01%	478
2021 Q2	$705K	Hold	155,000	–	–	0.01%	497
2021 Q1	$877K	Hold	155,000	–	–	0.01%	464
2020 Q4	$704K	Hold	155,000	–	–	0.01%	489
2020 Q3	$467K	Buy	+155,000	New	+$495K	0.01%	502

Other funds holding SBT

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return

YCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Tocqueville Asset Management's SBT Position: Q2 2025 in Review

Tocqueville Asset Management sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2025, closing a stake of 140,000 shares — an estimated $678K sold.

Tocqueville Asset Management first reported a position in SBT in Q3 2020 and held it in 19 quarters. The position peaked at $1.1M in Q1 2022. 8 funds tracked by Wall St. Rank hold SBT as of Q2 2025.

Tocqueville Asset Management reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
Tocqueville Asset Management sold 140,000 Sterling Bancorp, Inc. Common Stock shares in Q2 2025, an estimated $678K.
Tocqueville Asset Management first reported a position in Sterling Bancorp, Inc. Common Stock in Q3 2020 and held it in 19 quarters.
Tocqueville Asset Management's Sterling Bancorp, Inc. Common Stock position peaked at $1.1M in Q1 2022.
8 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2025.

Based on Tocqueville Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.