Position in STBA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,858
+$1,899 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 240 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026West Financial Advisors, LLC holds $305,537 across 5 Banks - Regional names. STBA ranks #4 (4.2% of the industry book) .
All Filings in STBA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,858 | 262 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $10,959 | 262 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,309 | 262 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $9,848 | 262 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,908 | 262 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,707 | 262 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $10,013 | 262 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $10,996 | 262 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,748 | 262 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,404 | 262 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $8,756 | 262 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $7,094 | 262 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,123 | 262 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $8,239 | 262 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,955 | 262 | Shares | Other | 2023-01-10 | |
| 2022-09-30 | $7,679 | 262 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $7,186 | 262 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $7,749 | 262 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $8,258 | 262 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $7,721 | 262 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,200 | 262 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,777 | 262 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $6,508 | 262 | Shares | Sole | 2021-02-22 | |
| No filing history on record for this holder in this stock. | ||||||