Wharton Business Group’s S&T Bancorp STBA Stock Holding History

Wharton Business 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
2026 Q2	$1.33M	Buy	27,033 +771	+3%	+$34.7K	0.04%	79
2026 Q1	$1.1M	Buy	26,262 +50	+0.2%	+$2.09K	0.04%	80
2025 Q4	$1.03M	Buy	26,212 +55	+0.2%	+$2.12K	0.04%	79
2025 Q3	$983K	Buy	26,157 +52	+0.2%	+$2K	0.04%	82
2025 Q2	$979K	Buy	26,105 +55	+0.2%	+$2.01K	0.04%	81
2025 Q1	$965K	Buy	26,050 +51	+0.2%	+$1.96K	0.04%	80
2024 Q4	$994K	Buy	25,999 +47	+0.2%	+$1.92K	0.04%	80
2024 Q3	$1.09M	Buy	25,952 +47	+0.2%	+$1.91K	0.05%	82
2024 Q2	$865K	Buy	25,905 +58	+0.2%	+$1.81K	0.04%	81
2024 Q1	$829K	Buy	25,847 +61	+0.2%	+$1.95K	0.04%	82
2023 Q4	$862K	Buy	25,786 +67	+0.3%	+$1.92K	0.04%	79
2023 Q3	$696K	Buy	25,719 +62	+0.2%	+$1.79K	0.04%	87
2023 Q2	$698K	Buy	25,657 +65	+0.3%	+$1.83K	0.05%	77
2023 Q1	$804K	Buy	25,592 +46	+0.2%	+$1.6K	0.05%	77
2022 Q4	$873K	Buy	25,546 +45	+0.2%	+$1.58K	0.05%	78
2022 Q3	$747K	Buy	25,501 +5,418	+27%	+$163K	0.05%	76
2022 Q2	$551K	Hold	20,083	–	–	0.04%	81
2022 Q1	$594K	Hold	20,083	–	–	0.04%	78
2021 Q4	$633K	Buy	+20,083	New	+$624K	0.04%	81
2021 Q3	–	Sell	-20,083	Closed	-$629K	–	120
2021 Q2	$629K	Hold	20,083	–	–	0.05%	70
2021 Q1	$673K	Buy	20,083 +2,000	+11%	+$59.4K	0.05%	65
2020 Q4	$449K	Hold	18,083	–	–	0.04%	78
2020 Q3	$310K	Hold	18,083	–	–	0.03%	87
2020 Q2	$424K	Hold	18,083	–	–	0.04%	73
2020 Q1	$494K	Hold	18,083	–	–	0.06%	59
2019 Q4	$729K	Hold	18,083	–	–	0.07%	58
2019 Q3	$661K	Hold	18,083	–	–	0.07%	59
2019 Q2	$678K	Hold	18,083	–	–	0.07%	59
2019 Q1	$715K	Hold	18,083	–	–	0.07%	60
2018 Q4	$684K	Hold	18,083	–	–	0.08%	58
2018 Q3	$784K	Hold	18,083	–	–	0.08%	60
2018 Q2	$782K	Hold	18,083	–	–	0.08%	61
2018 Q1	$722K	Hold	18,083	–	–	0.07%	61
2017 Q4	$686K	Hold	18,083	–	–	0.07%	68
2017 Q3	$716K	Hold	18,083	–	–	0.08%	67
2017 Q2	$648K	Hold	18,083	–	–	0.07%	72
2017 Q1	$626K	Hold	18,083	–	–	0.07%	76
2016 Q4	$706K	Buy	18,083 +1,000	+6%	+$33.4K	0.08%	78
2016 Q3	$495K	Hold	17,083	–	–	0.06%	90
2016 Q2	$418K	Hold	17,083	–	–	0.05%	101
2016 Q1	$440K	Hold	17,083	–	–	0.05%	99
2015 Q4	$526K	Hold	17,083	–	–	0.05%	99
2015 Q3	$557K	Hold	17,083	–	–	0.06%	97
2015 Q2	$505K	Hold	17,083	–	–	0.03%	103
2015 Q1	$485K	Hold	17,083	–	–	0.04%	112
2014 Q4	$509K	Buy	17,083 +100	+0.6%	+$2.72K	0.04%	110
2014 Q3	$398K	Buy	16,983 +8,643	+104%	+$213K	0.04%	125
2014 Q2	$207K	Buy	+8,340	New	+$198K	0.02%	137
2014 Q1	–	Sell	-8,340	Closed	-$211K	–	157
2013 Q4	$211K	Hold	8,340	–	–	0.02%	143
2013 Q3	$202K	Buy	+8,340	New	+$194K	0.02%	144

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

Wharton Business Group's STBA Position: Q2 2026 in Review

Wharton Business Group increased its S&T Bancorp (STBA) stake by 2.9% in Q2 2026, buying an estimated $34.7K and bringing the position to 27,033 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #79.

Wharton Business Group first reported a position in STBA in Q3 2013 and has held it in 50 quarters since. 241 funds tracked by Wall St. Rank hold STBA as of Q2 2026.

Wharton Business Group held 27,033 shares of S&T Bancorp worth $1.33M as of Q2 2026.
Wharton Business Group bought 771 S&T Bancorp shares in Q2 2026, an estimated $34.7K.
S&T Bancorp made up 0.04% of Wharton Business Group's portfolio in Q2 2026, its #79 holding.
Wharton Business Group first reported a position in S&T Bancorp in Q3 2013 and has held it in 50 quarters since.
241 funds tracked by Wall St. Rank held S&T Bancorp as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.