WANY
CTBI icon

Wealthspire Advisors (New York)’s Community Trust Bancorp CTBI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-160
Closed -$8.95K – 1447
2025
Q3 		$8.95K Buy
+160
New +$8.98K ﹤0.01% 2073

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s CTBI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Community Trust Bancorp (CTBI) in Q4 2025, closing a stake of 160 shares — an estimated $8.95K sold.

Wealthspire Advisors (New York) first reported a position in CTBI in Q3 2025 and held it in 1 quarter. The position peaked at $8.95K in Q3 2025. 182 funds tracked by Wall St. Rank hold CTBI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Community Trust Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 160 Community Trust Bancorp shares in Q4 2025, an estimated $8.95K.
  • Wealthspire Advisors (New York) first reported a position in Community Trust Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Community Trust Bancorp position peaked at $8.95K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.