True Wealth Design’s Sterling Bancorp, Inc. Common Stock SBT Stock Holding History

True Wealth Design’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	-30	Closed	-$146	–	2876
2025 Q1	$146	Buy	30 +19	+173%	+$90	﹤0.01%	2075
2024 Q4	$53	Buy	+11	New	+$52	﹤0.01%	1313

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

True Wealth Design's SBT Position: Q2 2025 in Review

True Wealth Design sold out of Sterling Bancorp, Inc. Common Stock (SBT) in Q2 2025, closing a stake of 30 shares — an estimated $146 sold.

True Wealth Design first reported a position in SBT in Q4 2024 and held it in 2 quarters. The position peaked at $146 in Q1 2025. 8 funds tracked by Wall St. Rank hold SBT as of Q2 2025.

True Wealth Design reported no remaining Sterling Bancorp, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
True Wealth Design sold 30 Sterling Bancorp, Inc. Common Stock shares in Q2 2025, an estimated $146.
True Wealth Design first reported a position in Sterling Bancorp, Inc. Common Stock in Q4 2024 and held it in 2 quarters.
True Wealth Design's Sterling Bancorp, Inc. Common Stock position peaked at $146 in Q1 2025.
8 funds tracked by Wall St. Rank held Sterling Bancorp, Inc. Common Stock as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.