AF
STEL

Allworth Financial’s Stellar Bancorp STEL Stock Holding History

Allworth Financial’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 		$8.34K Sell
212
-18
-8% -$678 ﹤0.01% 3832
2026
Q1 		$8.42K Buy
230
+114
+98% +$4.09K ﹤0.01% 3627
2025
Q4 		$3.59K Sell
116
-15
-11% -$461 ﹤0.01% 3890
2025
Q3 		$3.98K Buy
131
+15
+13% +$456 ﹤0.01% 3678
2025
Q2 		$3.25K Buy
116
+96
+480% +$2.55K ﹤0.01% 3492
2025
Q1 		$540 Hold
20
– – ﹤0.01% 3652
2024
Q4 		$560 Hold
20
– – ﹤0.01% 3569
2024
Q3 		$518 Hold
20
– – ﹤0.01% 3411
2024
Q2 		$520 Hold
20
– – ﹤0.01% 3360
2024
Q1 		$488 Sell
20
-52
-72% -$1.29K ﹤0.01% 3295
2023
Q4 		$2K Buy
72
+52
+260% +$1.25K ﹤0.01% 2679
2023
Q3 		$427 Buy
+20
New +$456 ﹤0.01% 3080
2023
Q2 		– Sell
-113
Closed -$2.78K – 3374
2023
Q1 		$2.78K Buy
113
+35
+45% +$984 ﹤0.01% 2276
2022
Q4 		$2.3K Buy
78
+71
+1,014% +$2.2K ﹤0.01% 2189
2022
Q3 		$0 Hold
7
– – ﹤0.01% 3089
2022
Q2 		$0 Buy
+7
New +$198 ﹤0.01% 2792

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Balyasny Asset Management
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
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Allworth Financial's STEL Position: Q2 2026 in Review

Allworth Financial reduced its Stellar Bancorp (STEL) stake by 7.8% in Q2 2026, selling an estimated $678 and leaving 212 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3832.

Allworth Financial first reported a position in STEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.42K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Allworth Financial held 212 shares of Stellar Bancorp worth $8.34K as of Q2 2026.
  • Allworth Financial sold 18 Stellar Bancorp shares in Q2 2026, an estimated $678.
  • Stellar Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3832 holding.
  • Allworth Financial first reported a position in Stellar Bancorp in Q2 2022 and has held it in 16 quarters since.
  • Allworth Financial's Stellar Bancorp position peaked at $8.42K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.