Summit Trail Advisors’s S&T Bancorp STBA Stock Holding History

Summit Trail Advisors’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	$528K	Buy	12,611 +218	+2%	+$9.11K	0.01%	1150
2025 Q4	$488K	Sell	12,393 -170	-1%	-$6.56K	0.01%	1082
2025 Q3	$472K	Hold	12,563	–	–	0.01%	1095
2025 Q2	$475K	Buy	+12,563	New	+$459K	0.01%	748
2024 Q4	–	Sell	-12,089	Closed	-$507K	–	714
2024 Q3	$507K	Sell	12,089 -115	-0.9%	-$4.66K	0.01%	396
2024 Q2	$407K	Hold	12,204	–	–	0.01%	417
2024 Q1	$392K	Buy	12,204 +89	+0.7%	+$2.85K	0.01%	392
2023 Q4	$405K	Sell	12,115 -6,000	-33%	-$172K	0.01%	323
2023 Q3	$491K	Hold	18,115	–	–	0.02%	276
2023 Q2	$493K	Sell	18,115 -89	-0.5%	-$2.5K	0.02%	270
2023 Q1	$573K	Buy	18,204 +204	+1%	+$7.11K	0.02%	202
2022 Q4	$615K	Hold	18,000	–	–	0.03%	159
2022 Q3	$528K	Hold	18,000	–	–	0.03%	170
2022 Q2	$494K	Hold	18,000	–	–	0.03%	188
2022 Q1	$532K	Buy	+18,000	New	+$565K	0.04%	158
2018 Q1	–	Sell	-7	Closed	–	–	1495
2017 Q4	$0	Buy	+7	New	+$283	﹤0.01%	2086

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

Summit Trail Advisors's STBA Position: Q1 2026 in Review

Summit Trail Advisors increased its S&T Bancorp (STBA) stake by 1.8% in Q1 2026, buying an estimated $9.11K and bringing the position to 12,611 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #1150.

Summit Trail Advisors first reported a position in STBA in Q4 2017 and has held it in 16 quarters since. The position peaked at $615K in Q4 2022. 226 funds tracked by Wall St. Rank hold STBA as of Q1 2026.

Summit Trail Advisors held 12,611 shares of S&T Bancorp worth $528K as of Q1 2026.
Summit Trail Advisors bought 218 S&T Bancorp shares in Q1 2026, an estimated $9.11K.
S&T Bancorp made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1150 holding.
Summit Trail Advisors first reported a position in S&T Bancorp in Q4 2017 and has held it in 16 quarters since.
Summit Trail Advisors's S&T Bancorp position peaked at $615K in Q4 2022.
226 funds tracked by Wall St. Rank held S&T Bancorp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.