True Wealth Design’s S&T Bancorp STBA Stock Holding History

True Wealth Design’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 Q3	$2.32K	Hold	48	–	–	﹤0.01%	1623
2026 Q2	$2.36K	Sell	48 -13	-21%	-$586	﹤0.01%	1620
2026 Q1	$2.55K	Hold	61	–	–	﹤0.01%	1442
2025 Q4	$2.4K	Sell	61 -4	-6%	-$154	﹤0.01%	1383
2025 Q3	$2.44K	Buy	65 +47	+261%	+$1.81K	﹤0.01%	1388
2025 Q2	$681	Hold	18	–	–	﹤0.01%	1614
2025 Q1	$667	Buy	+18	New	+$691	﹤0.01%	1439

Other funds holding STBA

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's STBA Position: Q3 2026 in Review

True Wealth Design held its S&T Bancorp (STBA) position steady in Q3 2026 at 48 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

True Wealth Design first reported a position in STBA in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.55K in Q1 2026. 17 funds tracked by Wall St. Rank hold STBA as of Q3 2026.

True Wealth Design held 48 shares of S&T Bancorp worth $2.32K as of Q3 2026.
True Wealth Design left its S&T Bancorp share count unchanged in Q3 2026.
S&T Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1623 holding.
True Wealth Design first reported a position in S&T Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's S&T Bancorp position peaked at $2.55K in Q1 2026.
17 funds tracked by Wall St. Rank held S&T Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.