Integrated Wealth Concepts’s S&T Bancorp STBA Stock Holding History

Integrated Wealth Concepts’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	$3.64M	Sell	86,986 -410	-0.5%	-$17.1K	0.03%	533
2025 Q4	$3.44M	Sell	87,396 -9,754	-10%	-$377K	0.04%	392
2025 Q3	$3.65M	Buy	97,150 +4,826	+5%	+$185K	0.03%	472
2025 Q2	$3.49M	Buy	92,324 +9,454	+11%	+$345K	0.04%	442
2025 Q1	$3.07M	Buy	82,870 +152	+0.2%	+$5.84K	0.04%	461
2024 Q4	$3.16M	Buy	82,718 +14,024	+20%	+$573K	0.04%	414
2024 Q3	$2.88M	Sell	68,694 -12,420	-15%	-$503K	0.04%	441
2024 Q2	$2.71M	Buy	+81,114	New	+$2.54M	0.04%	416

Other funds holding STBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Integrated Wealth Concepts's STBA Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its S&T Bancorp (STBA) stake by 0.47% in Q1 2026, selling an estimated $17.1K and leaving 86,986 shares worth $3.64M. The position accounts for 0.03% of the portfolio, ranked #533.

Integrated Wealth Concepts first reported a position in STBA in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.65M in Q3 2025. 226 funds tracked by Wall St. Rank hold STBA as of Q1 2026.

Integrated Wealth Concepts held 86,986 shares of S&T Bancorp worth $3.64M as of Q1 2026.
Integrated Wealth Concepts sold 410 S&T Bancorp shares in Q1 2026, an estimated $17.1K.
S&T Bancorp made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #533 holding.
Integrated Wealth Concepts first reported a position in S&T Bancorp in Q2 2024 and has held it in 8 quarters since.
Integrated Wealth Concepts's S&T Bancorp position peaked at $3.65M in Q3 2025.
226 funds tracked by Wall St. Rank held S&T Bancorp as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.