Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s S&T Bancorp STBA Stock Holding History

Carson Wealth (CWM LLC)’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 		$461K Sell
11,012
-117
-1% -$4.89K ﹤0.01% 2077
2025
Q4 		$438K Buy
11,129
+269
+2% +$10.4K ﹤0.01% 2000
2025
Q3 		$408K Buy
10,860
+2,777
+34% +$107K ﹤0.01% 1915
2025
Q2 		$306K Buy
8,083
+888
+12% +$32.4K ﹤0.01% 1853
2025
Q1 		$267K Buy
7,195
+68
+1% +$2.61K ﹤0.01% 1741
2024
Q4 		$272K Buy
7,127
+58
+0.8% +$2.37K ﹤0.01% 1654
2024
Q3 		$297K Buy
7,069
+179
+3% +$7.26K ﹤0.01% 1548
2024
Q2 		$230K Buy
6,890
+301
+5% +$9.41K ﹤0.01% 1519
2024
Q1 		$211K Sell
6,589
-218
-3% -$6.98K ﹤0.01% 1501
2023
Q4 		$227K Buy
6,807
+132
+2% +$3.79K ﹤0.01% 1365
2023
Q3 		$181K Hold
6,675
– – ﹤0.01% 1347
2023
Q2 		$181K Sell
6,675
-215
-3% -$6.05K ﹤0.01% 1291
2023
Q1 		$217K Sell
6,890
-27
-0.4% -$941 ﹤0.01% 1168
2022
Q4 		$236K Buy
6,917
+90
+1% +$3.15K ﹤0.01% 1037
2022
Q3 		$200K Buy
6,827
+134
+2% +$4.02K ﹤0.01% 1053
2022
Q2 		$184K Sell
6,693
-1,198
-15% -$33.9K ﹤0.01% 1078
2022
Q1 		$233K Buy
7,891
+569
+8% +$17.9K ﹤0.01% 979
2021
Q4 		$231K Buy
+7,322
New +$227K ﹤0.01% 967
2017
Q4 		– Sell
-592
Closed -$23K – 1575
2017
Q3 		$23K Hold
592
– – ﹤0.01% 681
2017
Q2 		$21K Hold
592
– – ﹤0.01% 624
2017
Q1 		$20K Hold
592
– – ﹤0.01% 603
2016
Q4 		$23K Buy
+592
New +$19.8K ﹤0.01% 562

Other funds holding STBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STBA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its S&T Bancorp (STBA) stake by 1.1% in Q1 2026, selling an estimated $4.89K and leaving 11,012 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Carson Wealth (CWM LLC) first reported a position in STBA in Q4 2016 and has held it in 22 quarters since. 226 funds tracked by Wall St. Rank hold STBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,012 shares of S&T Bancorp worth $461K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 117 S&T Bancorp shares in Q1 2026, an estimated $4.89K.
  • S&T Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2077 holding.
  • Carson Wealth (CWM LLC) first reported a position in S&T Bancorp in Q4 2016 and has held it in 22 quarters since.
  • 226 funds tracked by Wall St. Rank held S&T Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.