Filing Research | FCF - FIRST COMWLTH FINL CORP PA Institutional Holdings

Snapshot holdings

50 / 50 loaded

#		Instrument	quantity
1	Waldron Private Wealth LLC	Shares	1.1MSH	$23.2M
2	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	778.5KSH	$15.8M
3	Stonebridge Financial Group, LLC	Shares	136.9KSH	$2.8M
4	EASTERLY INVESTMENT PARTNERS LLC	Shares	63.4KSH	$1.3M
5	Y-Intercept (Hong Kong) Ltd	Shares	50.8KSH	$1.0M
6	Louisiana State Employees Retirement System	Shares	44.4KSH	$902.7K
7	Allegheny Financial Group	Shares	34.8KSH	$707.4K
8	Police & Firemen's Retirement System of New Jersey	Shares	30.4KSH	$617.4K
9	JOHNSON INVESTMENT COUNSEL INC	Shares	29.4KSH	$597.0K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.3KSH	$554.3K
11	Bill Few Associates, Inc.	Shares	26.2KSH	$532.0K
12	Confluence Wealth Services, Inc.	Shares	26.0KSH	$528.7K
13	FIRST CITIZENS BANK & TRUST CO	Shares	25.0KSH	$508.7K
14	Envestnet Portfolio Solutions, Inc.	Shares	24.0KSH	$488.7K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	24.0KSH	$488.3K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.6KSH	$439.1K
17	Somerset Trust Co	Shares	16.7KSH	$340.1K
18	Hennion & Walsh Asset Management, Inc.	Shares	16.0KSH	$324.8K
19	Wealthcare Capital Partners, LLC	Shares	14.2KSH	$287.8K
20	Sequoia Financial Advisors, LLC	Shares	12.9KSH	$262.3K
21	Merit Financial Group, LLC	Shares	12.8KSH	$260.1K
22	D.A. DAVIDSON & CO.	Shares	11.2KSH	$228.6K
23	Blue Trust, Inc.	Shares	11.1KSH	$225.6K
24	GAMMA Investing LLC	Shares	7.6KSH	$153.7K
25	Moisand Fitzgerald Tamayo, LLC	Shares	4.7KSH	$95.4K
26	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$31.1K
27	Smallwood Wealth Investment Management, LLC	Shares	1.4KSH	$29.3K
28	Key FInancial Inc	Shares	1.3KSH	$26.3K
29	Versant Capital Management, Inc	Shares	1.3KSH	$25.9K
30	IFP Advisors, Inc	Shares	877SH	$17.8K
31	Farther Finance Advisors, LLC	Shares	502SH	$10.2K
32	True Wealth Design, LLC	Shares	417SH	$8.5K
33	SIGNATUREFD, LLC	Shares	309SH	$6.3K
34	SJS Investment Consulting Inc.	Shares	257SH	$5.2K
35	COUNTRY TRUST BANK	Shares	180SH	$3.7K
36	SBI Securities Co., Ltd.	Shares	111SH	$2.3K
37	MassMutual Private Wealth & Trust, FSB	Shares	107SH	$2.2K
38	Atlantic Edge Private Wealth Management, LLC	Shares	100SH	$2.0K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	86.4KSH	$1.8K
40	Spire Wealth Management	Shares	78SH	$1.6K
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	60SH	$1.2K
42	State of Alaska, Department of Revenue	Shares	37.6KSH	$763
43	AMALGAMATED BANK	Shares	27.3KSH	$554
44	FINANCIAL CONSULATE, INC	Shares	27SH	$549
45	Handelsbanken Fonder AB	Shares	24.0KSH	$488
46	JFS WEALTH ADVISORS, LLC	Shares	24SH	$488
47	Cedar Mountain Advisors, LLC	Shares	18SH	$366
48	Davis Capital Management	Shares	6SH	$122
49	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$102
50	Capital Advisors, Ltd. LLC	Shares	11SH	$0

Manager changes2026-06-30 vs 2026-03-31

50 / 51 loaded

#		Instrument
1	Waldron Private Wealth LLC trimmed	Shares	-11.4K	+$2.9M	$23.2M
2	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.5M	$15.8M
3	Confluence Wealth Services, Inc. new	Shares	+26.0K	+$528.7K	$528.7K
4	Stonebridge Financial Group, LLC added	Shares	+5	+$376.6K	$2.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.2K	+$234.0K	$439.1K
6	EASTERLY INVESTMENT PARTNERS LLC trimmed	Shares	-1.0K	+$162.8K	$1.3M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.7K	+$130.7K	$617.4K
8	FIRST CITIZENS BANK & TRUST CO added	Shares	+2.4K	+$111.4K	$508.7K
9	Envestnet Portfolio Solutions, Inc. added	Shares	+2.4K	+$108.9K	$488.7K
10	Louisiana State Employees Retirement System trimmed	Shares	-1.1K	+$102.8K	$902.7K
11	Blue Trust, Inc. added	Shares	+4.0K	+$100.4K	$225.6K
12	Allegheny Financial Group added	Shares	+69	+$96.9K	$707.4K
13	Bill Few Associates, Inc. added	Shares	+905	+$87.9K	$532.0K
14	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$80.8K	$597.0K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-219	+$71.1K	$554.3K
16	Merit Financial Group, LLC added	Shares	+1.3K	+$57.8K	$260.1K
17	Somerset Trust Co unchanged	Shares	0	+$46.0K	$340.1K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.3K	+$42.7K	$488.3K
19	Wealthcare Capital Partners, LLC unchanged	Shares	0	+$38.9K	$287.8K
20	Sequoia Financial Advisors, LLC added	Shares	+114	+$37.5K	$262.3K
21	D.A. DAVIDSON & CO. trimmed	Shares	-30	+$30.4K	$228.6K
22	GAMMA Investing LLC added	Shares	+184	+$24.0K	$153.7K
23	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$12.9K	$95.4K
24	IFP Advisors, Inc added	Shares	+572	+$12.5K	$17.8K
25	SJS Investment Consulting Inc. new	Shares	+257	+$5.2K	$5.2K
26	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$4.0K	$29.3K
27	Key FInancial Inc unchanged	Shares	0	+$3.6K	$26.3K
28	Versant Capital Management, Inc unchanged	Shares	0	+$3.5K	$25.9K
29	True Wealth Design, LLC added	Shares	+31	+$1.7K	$8.5K
30	SIGNATUREFD, LLC unchanged	Shares	0	+$850	$6.3K
31	COUNTRY TRUST BANK unchanged	Shares	0	+$495	$3.7K
32	JFS WEALTH ADVISORS, LLC new	Shares	+24	+$488	$488
33	SBI Securities Co., Ltd. added	Shares	+3	+$358	$2.3K
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$294	$2.2K
35	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$275	$2.0K
36	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.2K	+$258	$1.8K
37	Spire Wealth Management unchanged	Shares	0	+$215	$1.6K
38	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$165	$1.2K
39	Davis Capital Management new	Shares	+6	+$122	$122
40	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$74	$549
41	Handelsbanken Fonder AB unchanged	Shares	0	+$66	$488
42	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$50	$366
43	AMALGAMATED BANK trimmed	Shares	-2.3K	+$34	$554
44	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$14	$102
45	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
46	State of Alaska, Department of Revenue trimmed	Shares	-17.2K	-$199	$763
47	Wall Street Financial Group, Inc. exited	Shares	-145	-$2.5K	$0
48	Farther Finance Advisors, LLC trimmed	Shares	-236	-$2.9K	$10.2K
49	EverSource Wealth Advisors, LLC trimmed	Shares	-1.5K	-$22.3K	$31.1K
50	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-4.3K	-$32.2K	$324.8K

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