Next Financial Group’s S&T Bancorp STBA Stock Holding History

Next Financial Group’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
2021 Q4	$32K	Hold	1,021	–	–	﹤0.01%	1695
2021 Q3	$30K	Hold	1,021	–	–	﹤0.01%	1648
2021 Q2	$32K	Hold	1,021	–	–	﹤0.01%	1576
2021 Q1	$34K	Hold	1,021	–	–	﹤0.01%	1443
2020 Q4	$25K	Hold	1,021	–	–	﹤0.01%	1461
2020 Q3	$18K	Buy	+1,021	New	+$21.3K	﹤0.01%	1457
2020 Q1	–	Sell	-599	Closed	-$24K	–	2388
2019 Q4	$24K	Buy	+599	New	+$22.7K	﹤0.01%	1466

Other funds holding STBA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Next Financial Group's STBA Position: Q4 2021 in Review

Next Financial Group held its S&T Bancorp (STBA) position steady in Q4 2021 at 1,021 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Next Financial Group first reported a position in STBA in Q4 2019 and has held it in 7 quarters since. The position peaked at $34K in Q1 2021. 158 funds tracked by Wall St. Rank hold STBA as of Q4 2021.

Next Financial Group held 1,021 shares of S&T Bancorp worth $32K as of Q4 2021.
Next Financial Group left its S&T Bancorp share count unchanged in Q4 2021.
S&T Bancorp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1695 holding.
Next Financial Group first reported a position in S&T Bancorp in Q4 2019 and has held it in 7 quarters since.
Next Financial Group's S&T Bancorp position peaked at $34K in Q1 2021.
158 funds tracked by Wall St. Rank held S&T Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.