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Venturi Wealth Management’s Stock Yards Bancorp SYBT Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-55
Closed -$3.94K – 1674
2024
Q4 		$3.94K Hold
55
– – ﹤0.01% 1760
2024
Q3 		$3.41K Sell
55
-880
-94% -$50.8K ﹤0.01% 1575
2024
Q2 		$46.4K Buy
+935
New +$43.6K ﹤0.01% 693

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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's SYBT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Stock Yards Bancorp (SYBT) in Q1 2025, closing a stake of 55 shares — an estimated $3.94K sold.

Venturi Wealth Management first reported a position in SYBT in Q2 2024 and held it in 3 quarters. The position peaked at $46.4K in Q2 2024. 201 funds tracked by Wall St. Rank hold SYBT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Stock Yards Bancorp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 55 Stock Yards Bancorp shares in Q1 2025, an estimated $3.94K.
  • Venturi Wealth Management first reported a position in Stock Yards Bancorp in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Stock Yards Bancorp position peaked at $46.4K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Stock Yards Bancorp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.