Confluence Wealth Services’s S&T Bancorp STBA Stock Holding History

Confluence Wealth Services’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 Q2	$1.6M	Buy	32,607 +836	+3%	+$37.7K	0.05%	181
2026 Q1	$1.33M	Hold	31,771	–	–	0.05%	162
2025 Q4	$1.25M	Hold	31,771	–	–	0.05%	156
2025 Q3	$1.19M	Buy	31,771 +500	+2%	+$19.2K	0.06%	164
2025 Q2	$1.18M	Hold	31,271	–	–	0.06%	157
2025 Q1	$1.13M	Buy	31,271 +465	+2%	+$17.9K	0.07%	140
2024 Q4	$1.15M	Buy	30,806 +17,850	+138%	+$729K	0.07%	136
2024 Q3	$544K	Hold	12,956	–	–	0.04%	208
2024 Q2	$433K	Sell	12,956 -4,727	-27%	-$148K	0.03%	241
2024 Q1	$877K	Buy	17,683 +4,727	+36%	+$151K	0.08%	144
2023 Q4	$433K	Hold	12,956	–	–	0.05%	203
2023 Q3	$351K	Sell	12,956 -534	-4%	-$15.4K	0.07%	191
2023 Q2	$367K	Hold	13,490	–	–	0.08%	196
2023 Q1	$424K	Sell	13,490 -209,000	-94%	-$7.29M	0.1%	158
2022 Q4	$7.6M	Buy	+222,490	New	+$7.79M	1.98%	11
2022 Q1	–	Sell	-2,990	Closed	-$94K	–	1033
2021 Q4	$94K	Buy	+2,990	New	+$92.9K	0.03%	347

Other funds holding STBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Confluence Wealth Services's STBA Position: Q2 2026 in Review

Confluence Wealth Services increased its S&T Bancorp (STBA) stake by 2.6% in Q2 2026, buying an estimated $37.7K and bringing the position to 32,607 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #181.

Confluence Wealth Services first reported a position in STBA in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.6M in Q4 2022. 241 funds tracked by Wall St. Rank hold STBA as of Q2 2026.

Confluence Wealth Services held 32,607 shares of S&T Bancorp worth $1.6M as of Q2 2026.
Confluence Wealth Services bought 836 S&T Bancorp shares in Q2 2026, an estimated $37.7K.
S&T Bancorp made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #181 holding.
Confluence Wealth Services first reported a position in S&T Bancorp in Q4 2021 and has held it in 16 quarters since.
Confluence Wealth Services's S&T Bancorp position peaked at $7.6M in Q4 2022.
241 funds tracked by Wall St. Rank held S&T Bancorp as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.