Company: SYBT
Filing Date: 2025-05-06
Form Type: 10-Q
Source: 0001437749-25-014698
Chunk: 79

Company: Stock Yards Bancorp, Inc.
Filing Date: 2025-05-06
Form: 10-Q
Item: Part I, Item 8
Chunk 79
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			1,435,423

			367,426

			1,802,849

			1,475,683

			408,602

			1,884,285

			Personal investment retirement

			924,083

			20,726

			944,809

			937,493

			21,536

			959,029

			Company retirement

			50,666

			651,342

			702,008

			54,626

			679,539

			734,165

			Foundation and endowment

			481,390

			7,568

			488,958

			497,890

			7,383

			505,273

			Subtotal

			$
			5,456,212

			$
			1,085,646

			$
			6,541,858

			$
			5,610,925

			$
			1,183,086

			$
			6,794,011

			Custody and safekeeping

			—

			261,720

			261,720

			—

			271,491

			271,491

			Total AUM

			$
			5,456,212

			$
			1,347,366

			$
			6,803,578

			$
			5,610,925

			$
			1,454,577

			$
			7,065,502

(1) Non-managed assets represent those for which the WM&T department does not hold investment discretion.

As of March 31, 2025 and December 31, 2024, approximately 80% and 79% of AUM were actively managed, respectively. Company retirement plan accounts consist primarily of participant-directed assets. The amount of custody and safekeeping accounts are insignificant to overall WM&T operations.

66

Managed AUM by Class of Investment:

			(in thousands)

			March 31, 2025

			December 31, 2024

			Interest bearing deposits

			$
			415,249

			$
			460,521

			Treasury and government agency obligations

			224,110

			194