AAM
STEL

Advisors Asset Management’s Stellar Bancorp STEL Stock Holding History

Advisors Asset 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
2025
Q4 		– Sell
-1,279
Closed -$38.8K – 1495
2025
Q3 		$38.8K Sell
1,279
-1,252
-49% -$38K ﹤0.01% 1314
2025
Q2 		$70.8K Sell
2,531
-152
-6% -$4.04K ﹤0.01% 1247
2025
Q1 		$74.2K Sell
2,683
-32
-1% -$901 ﹤0.01% 1249
2024
Q4 		$77K Buy
2,715
+505
+23% +$14.4K ﹤0.01% 1268
2024
Q3 		$57.2K Buy
2,210
+1,297
+142% +$33.3K ﹤0.01% 1290
2024
Q2 		$21K Buy
+913
New +$20.7K ﹤0.01% 1361

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisors Asset Management's STEL Position: Q4 2025 in Review

Advisors Asset Management sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 1,279 shares — an estimated $38.8K sold.

Advisors Asset Management first reported a position in STEL in Q2 2024 and held it in 6 quarters. The position peaked at $77K in Q4 2024. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • Advisors Asset Management reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • Advisors Asset Management sold 1,279 Stellar Bancorp shares in Q4 2025, an estimated $38.8K.
  • Advisors Asset Management first reported a position in Stellar Bancorp in Q2 2024 and held it in 6 quarters.
  • Advisors Asset Management's Stellar Bancorp position peaked at $77K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.