Q2 2026 13F · SEC CIK 1010911

S&T Bank/PA

Bank & trustFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $333.2M
Reported positions: 445
Top holdings a year, 3 yrs: +21.9%
Average holding period: 4.6 yrs

S&T Bank/PA is a bank & trust that reported 445 positions worth $333.2M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Sandisk Corp (SNDK, 8.6%), Western Digital Corp Com (WDC, 7.1%), Sei Exchange Traded Funds (SEIM, 6.8%). A portfolio copying its top holdings returned 21.9% a year over the last 3 years, against 20.4% for the S&P 500.

S&T Bank/PA holdings largest 50 of 445 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

S&T Bank/PA 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SNDKSandisk Corp	8.6%	3.9%	12,622	-23.9%	$28.7M
WDCWestern Digital Corp Com	7.1%	4.9%	36,959	-23.8%	$23.6M
SEIMSei Exchange Traded Funds	6.8%	6.2%	400,776	+9.3%	$22.5M
SEIVSei Exchange Traded Funds	6.6%	6.5%	456,582	+9.2%	$21.9M
SEIESei Exchange Traded Funds	6.2%	6.4%	586,454	+11.1%	$20.8M
FLEXFlex Ltd Ord	6.1%	3.6%	124,797	-14.9%	$20.2M
SEISSei Exchange Traded Funds	3.5%	3.2%	344,912	+11.2%	$11.6M
SEEMSei Exchange Traded Funds	3.2%	3.0%	263,451	+9.1%	$10.6M
SEIQSei Exchange Traded Funds	3.0%	3.0%	249,473	+14.2%	$9.8M
CMICummins Inc	2.1%	2.2%	9,758	-12.4%	$7.0M
FFIVF5 Inc	2.0%	2.0%	16,031	-14.5%	$6.7M
PANWPalo Alto Networks Inc	1.6%	1.2%	15,499	-22.9%	$5.3M
LENDSei Exchange Traded Funds	1.5%	—	202,518	—	$5.1M
IDCCInterdigital Inc	1.5%	2.2%	17,561	-8.9%	$5.0M
CORTCorcept Therapeutics Inc	1.4%	1.0%	55,553	-18.4%	$4.8M
ABBVAbbvie Inc	1.4%	1.8%	18,356	-14.8%	$4.6M
FTNTFortinet Inc	1.4%	1.1%	29,582	-20.9%	$4.5M
STBAS & T Bancorp Inc	1.3%	1.4%	88,950	-0.0%	$4.4M
CORCencora Inc	1.2%	1.9%	13,784	-15.0%	$3.9M
SNXTD SYNNEX Corp	1.2%	1.1%	14,493	-20.5%	$3.9M
AXAxos Financial Inc	1.1%	1.4%	36,451	-14.3%	$3.5M
VTIVanguard Index Fds	1.0%	1.1%	9,397	+0.0%	$3.5M
VOOVanguard Index Fds	1.0%	0.9%	8,055	+93.4%	$3.2M
MSFTMicrosoft Corp	0.9%	1.3%	8,428	-9.7%	$3.1M
ACMAecom Com	0.9%	1.5%	41,375	-14.1%	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	1.2%	5,567	-18.7%	$2.8M
CFCf Industries Hold	0.8%	1.4%	25,160	-15.0%	$2.7M
VXUSVanguard Star Fds	0.8%	0.9%	31,517	+0.0%	$2.7M
HIIHuntington Ingalls Inds Inc	0.8%	1.6%	9,321	-16.8%	$2.6M
CARGCargurus Inc	0.7%	1.1%	66,015	-22.6%	$2.3M
INTCIntel Corp	0.6%	—	15,263	—	$2.1M
FCNFti Consulting Inc.	0.6%	1.1%	14,251	-13.9%	$2.1M
TTEKTetra Tech Inc New	0.6%	0.9%	72,871	-11.7%	$2.1M
SUPNSupernus Pharmaceuticals	0.6%	1.0%	43,888	-16.4%	$2.0M
CVSCvs Health Corp	0.6%	0.7%	19,471	-28.4%	$2.0M
AEOAmerican Eagle Outfitters in	0.6%	1.0%	109,719	-32.1%	$1.9M
HURNHuron Consulting Group Inc	0.6%	1.2%	20,920	-16.1%	$1.9M
IVVIshares Tr	0.6%	0.6%	2,478	-0.4%	$1.9M
LNTHLantheus Hldgs Inc	0.5%	0.6%	16,264	-26.2%	$1.8M
VZVerizon Communications Inc	0.5%	0.9%	41,856	-13.6%	$1.8M
NVDANvidia Corporation	0.5%	0.5%	8,454	+3.2%	$1.7M
XOMExxon Mobil Corp	0.5%	0.7%	11,978	+6.6%	$1.6M
AAPLApple Inc	0.5%	—	5,601	—	$1.6M
CRCrane Company	0.5%	—	6,945	—	$1.5M
SYFSynchrony Financial	0.5%	0.6%	20,053	-10.3%	$1.5M
JCOMZiff Davis Inc	0.4%	0.6%	28,140	-26.5%	$1.5M
PIIPolaris Inc	0.4%	0.5%	19,780	-22.2%	$1.4M
HTGCHercules Capital Inc	0.4%	0.6%	82,175	-22.7%	$1.3M
CBFVCb Finl Svcs Inc	0.4%	—	33,642	—	$1.3M
LADLithia Motors Inc	0.3%	0.5%	3,850	-29.0%	$1.1M

What S&T Bank/PA bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +45.6% /yr; S&P 500 +20.1%
3 years: +21.9% /yr; S&P 500 +20.4%
5 years: +13.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$333.2M	445
Q1 2026	$267.9M	411
Q4 2025	$316.2M	413
Q3 2025	$355.7M	478
Q2 2025	$328.8M	475
Q1 2025	$305.9M	395
Q4 2024	$313.4M	256
Q3 2024	$381.4M	96
Q2 2024	$392.5M	98
Q1 2024	$521.4M	100
Q4 2023	$541.3M	100
Q3 2023	$518.7M	97

Questions about S&T Bank/PA's portfolio

What stocks does S&T Bank/PA own?

S&T Bank/PA's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 445 positions worth $333.2M. The largest are Sandisk Corp (SNDK) at 8.6%, Western Digital Corp Com (WDC) at 7.1%, Sei Exchange Traded Funds (SEIM) at 6.8%, Sei Exchange Traded Funds (SEIV) at 6.6% and Sei Exchange Traded Funds (SEIE) at 6.2%.

What did S&T Bank/PA buy last quarter?

In Q2 2026, S&T Bank/PA added Vanguard Index Fds (VOO) (+93.4% shares), Sei Exchange Traded Funds (SEIQ) (+14.2% shares) and Sei Exchange Traded Funds (SEIS) (+11.2% shares), compared with its Q1 2026 filing.

What did S&T Bank/PA sell last quarter?

In Q2 2026, S&T Bank/PA cut from its top 50 Leidos Holdings Inc (LDOS), cut from its top 50 Devon Energy Corp New (DVN), cut from its top 50 Sm Energy Company (SM), cut from its top 50 Check Point Software Tech Lt (CHKP), cut from its top 50 Amerisafe Inc (AMSF), American Eagle Outfitters in (AEO) (-32.1% shares), Lithia Motors Inc (LAD) (-29.0% shares) and Cvs Health Corp (CVS) (-28.4% shares), compared with its Q1 2026 filing.

How has S&T Bank/PA's portfolio performed?

A portfolio copying S&T Bank/PA's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +45.6% against +20.1%. Over 5 years: +13.4% a year against +11.6%.

When is S&T Bank/PA's next 13F filing due?

13F filings are due 45 days after each quarter ends. S&T Bank/PA's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.