Academy Capital Management’s Stellar Bancorp STEL Stock Holding History

Academy Capital Management’s Portfolio STEL Stock Details STEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Buy	34,720 +27,687	+394%	+$1.04M	0.18%	23
2026 Q1	$257K	Sell	7,033 -27,687	-80%	-$993K	0.04%	34
2025 Q4	$1.07M	Hold	34,720	–	–	0.14%	25
2025 Q3	$1.05M	Sell	34,720 -2,221	-6%	-$67.5K	0.15%	25
2025 Q2	$1.03M	Hold	36,941	–	–	0.15%	24
2025 Q1	$1.02M	Sell	36,941 -630	-2%	-$17.7K	0.18%	23
2024 Q4	$1.07M	Hold	37,571	–	–	0.17%	23
2024 Q3	$973K	Hold	37,571	–	–	0.17%	22
2024 Q2	$863K	Hold	37,571	–	–	0.16%	22
2024 Q1	$915K	Sell	37,571 -675	-2%	-$16.8K	0.17%	22
2023 Q4	$1.06M	Hold	38,246	–	–	0.22%	22
2023 Q3	$815K	Hold	38,246	–	–	0.17%	23
2023 Q2	$875K	Hold	38,246	–	–	0.18%	24
2023 Q1	$941K	Hold	38,246	–	–	0.2%	24
2022 Q4	$1.13M	Buy	+38,246	New	+$1.18M	0.24%	24

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Academy Capital Management's STEL Position: Q2 2026 in Review

Academy Capital Management increased its Stellar Bancorp (STEL) stake by 394% in Q2 2026, buying an estimated $1.04M and bringing the position to 34,720 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #23.

Academy Capital Management first reported a position in STEL in Q4 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Academy Capital Management held 34,720 shares of Stellar Bancorp worth $1.37M as of Q2 2026.
Academy Capital Management bought 27,687 Stellar Bancorp shares in Q2 2026, an estimated $1.04M.
Stellar Bancorp made up 0.18% of Academy Capital Management's portfolio in Q2 2026, its #23 holding.
Academy Capital Management first reported a position in Stellar Bancorp in Q4 2022 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Academy Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.