Allworth Financial’s S&T Bancorp STBA Stock Holding History

Allworth Financial’s Portfolio STBA Stock Details STBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.23K	Buy	149 +65	+77%	+$2.71K	﹤0.01%	3820
2025 Q4	$3.31K	Hold	84	–	–	﹤0.01%	3926
2025 Q3	$3.16K	Buy	84 +41	+95%	+$1.57K	﹤0.01%	3792
2025 Q2	$1.63K	Buy	43 +20	+87%	+$731	﹤0.01%	3796
2025 Q1	$839	Hold	23	–	–	﹤0.01%	3523
2024 Q4	$852	Hold	23	–	–	﹤0.01%	3451
2024 Q3	$966	Hold	23	–	–	﹤0.01%	3231
2024 Q2	$948	Hold	23	–	–	﹤0.01%	3181
2024 Q1	$738	Hold	23	–	–	﹤0.01%	3170
2023 Q4	$769	Hold	23	–	–	﹤0.01%	3038
2023 Q3	$623	Buy	+23	New	+$664	﹤0.01%	2994

Other funds holding STBA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return