Position in STBA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,600,351
+$271,371 QoQ
Shares Held
32,607
+2.6% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#5
of 46 holders
Holding Since
Dec 2021
16 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, 2026Confluence Wealth Services, Inc. holds $14,816,410 across 11 Banks - Regional names. STBA ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,641 | $7,051,987 | |
| 2 | RF |
Regions Financial Corp
|
64,390 | $1,944,578 | |
| 3 | STBA |
S&T Bancorp Inc
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|
32,607 | $1,600,351 | |
| 4 | VLY |
Valley National Bancorp
|
55,464 | $812,547 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
43,018 | $762,709 | |
| 6 | USB |
US Bancorp De
|
10,906 | $658,722 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
26,007 | $528,722 | |
| 8 | MTB |
M&T Bank Corp
|
2,110 | $502,201 |
All Filings in STBA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,351 | 32,607 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,328,980 | 31,771 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,250,188 | 31,771 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,194,271 | 31,771 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,182,669 | 31,271 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,158,590 | 31,271 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,177,405 | 30,806 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $543,763 | 12,956 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $432,600 | 12,956 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $567,270 | 17,683 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $432,989 | 12,956 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $350,848 | 12,956 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $366,793 | 13,490 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $424,260 | 13,490 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,604,708 | 222,490 | Shares | Sole | 2023-02-10 | |
| 2021-12-31 | $94,244 | 2,990 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||