Filing Research | STBA - S & T BANCORP INC Institutional Holdings

Snapshot holdings

40 / 40 loaded

#		Instrument	quantity
1	Waldron Private Wealth LLC	Shares	123.9KSH	$6.1M
2	Key FInancial Inc	Shares	48.2KSH	$2.4M
3	Brookstone Capital Management	Shares	47.3KSH	$2.3M
4	Linden Thomas Advisory Services, LLC	Shares	36.6KSH	$1.8M
5	Confluence Wealth Services, Inc.	Shares	32.6KSH	$1.6M
6	Mirae Asset Global Investments Co., Ltd.	Shares	30.1KSH	$1.5M
7	Stonebridge Financial Group, LLC	Shares	24.7KSH	$1.2M
8	Louisiana State Employees Retirement System	Shares	15.8KSH	$775.5K
9	Legacy Advisors, LLC	Shares	14.5KSH	$711.8K
10	Traynor Capital Management, Inc.	Shares	12.3KSH	$603.7K
11	Hennion & Walsh Asset Management, Inc.	Shares	11.5KSH	$562.0K
12	Police & Firemen's Retirement System of New Jersey	Shares	10.6KSH	$518.9K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.7KSH	$474.3K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.5KSH	$418.7K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.6KSH	$322.7K
16	D.A. DAVIDSON & CO.	Shares	6.3KSH	$309.8K
17	Allegheny Financial Group	Shares	6.2KSH	$302.6K
18	GAMMA Investing LLC	Shares	2.0KSH	$99.0K
19	IFP Advisors, Inc	Shares	1.5KSH	$75.3K
20	Versant Capital Management, Inc	Shares	1.2KSH	$60.5K
21	Moisand Fitzgerald Tamayo, LLC	Shares	950SH	$46.6K
22	EverSource Wealth Advisors, LLC	Shares	509SH	$25.0K
23	SIGNATUREFD, LLC	Shares	444SH	$21.8K
24	SJS Investment Consulting Inc.	Shares	312SH	$15.3K
25	West Financial Advisors, LLC	Shares	262SH	$12.9K
26	Farther Finance Advisors, LLC	Shares	252SH	$12.4K
27	MassMutual Private Wealth & Trust, FSB	Shares	196SH	$9.6K
28	True Wealth Design, LLC	Shares	48SH	$2.4K
29	High Note Wealth, LLC	Shares	35SH	$1.7K
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	32.1KSH	$1.6K
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	21SH	$1.0K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	20SH	$998
33	State of Alaska, Department of Revenue	Shares	13.4KSH	$656
34	CoreCap Advisors, LLC	Shares	13SH	$638
35	Handelsbanken Fonder AB	Shares	10.0KSH	$492
36	GILPIN WEALTH MANAGEMENT, LLC	Shares	10SH	$491
37	AMALGAMATED BANK	Shares	9.7KSH	$476
38	JFS WEALTH ADVISORS, LLC	Shares	5SH	$246
39	Davis Capital Management	Shares	2SH	$98
40	Hughes Financial Services, LLC	Shares	1SH	$49

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

43 / 43 loaded

#		Instrument
1	Linden Thomas Advisory Services, LLC new	Shares	+36.6K	+$1.8M	$1.8M
2	Waldron Private Wealth LLC trimmed	Shares	-461	+$879.3K	$6.1M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.9K	+$380.6K	$1.5M
4	Brookstone Capital Management unchanged	Shares	0	+$343.3K	$2.3M
5	Confluence Wealth Services, Inc. added	Shares	+836	+$271.4K	$1.6M
6	Key FInancial Inc trimmed	Shares	-1.9K	+$271.0K	$2.4M
7	Stonebridge Financial Group, LLC unchanged	Shares	0	+$178.8K	$1.2M
8	Legacy Advisors, LLC unchanged	Shares	0	+$105.1K	$711.8K
9	Traynor Capital Management, Inc. unchanged	Shares	0	+$95.7K	$603.7K
10	Louisiana State Employees Retirement System trimmed	Shares	-800	+$81.1K	$775.5K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+843	+$77.1K	$322.7K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$76.6K	$518.9K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-362	+$54.9K	$474.3K
14	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-887	+$45.9K	$562.0K
15	D.A. DAVIDSON & CO. unchanged	Shares	0	+$45.8K	$309.8K
16	Allegheny Financial Group added	Shares	+7	+$45.0K	$302.6K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-719	+$31.8K	$418.7K
18	GAMMA Investing LLC added	Shares	+285	+$26.6K	$99.0K
19	SJS Investment Consulting Inc. new	Shares	+312	+$15.3K	$15.3K
20	IFP Advisors, Inc trimmed	Shares	-20	+$10.3K	$75.3K
21	Versant Capital Management, Inc unchanged	Shares	0	+$8.9K	$60.5K
22	Farther Finance Advisors, LLC added	Shares	+135	+$7.4K	$12.4K
23	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$6.9K	$46.6K
24	West Financial Advisors, LLC unchanged	Shares	0	+$1.9K	$12.9K
25	High Note Wealth, LLC new	Shares	+35	+$1.7K	$1.7K
26	CoreCap Advisors, LLC new	Shares	+13	+$638	$638
27	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-19	+$627	$9.6K
28	JFS WEALTH ADVISORS, LLC new	Shares	+5	+$246	$246
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-100	+$229	$1.6K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$153	$1.0K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$152	$998
32	Davis Capital Management new	Shares	+2	+$98	$98
33	Handelsbanken Fonder AB unchanged	Shares	0	+$73	$492
34	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$72	$491
35	Hughes Financial Services, LLC new	Shares	+1	+$49	$49
36	AMALGAMATED BANK trimmed	Shares	-1.1K	+$25	$476
37	State of Alaska, Department of Revenue trimmed	Shares	-6.6K	-$179	$656
38	True Wealth Design, LLC trimmed	Shares	-13	-$196	$2.4K
39	Wall Street Financial Group, Inc. exited	Shares	-22	-$920	$0
40	SIGNATUREFD, LLC trimmed	Shares	-131	-$2.3K	$21.8K
41	Sound Income Strategies, LLC exited	Shares	-138	-$5.8K	$0
42	HARBOR INVESTMENT ADVISORY, LLC exited	Shares	-192	-$8.0K	$0
43	EverSource Wealth Advisors, LLC trimmed	Shares	-592	-$21.1K	$25.0K