Ameriprise
STEL

Ameriprise’s Stellar Bancorp STEL Stock Holding History

Ameriprise’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 		$2.98M Sell
75,234
-6,738
-8% -$254K ﹤0.01% 2873
2026
Q1 		$3M Sell
81,972
-43,662
-35% -$1.57M ﹤0.01% 2751
2025
Q4 		$3.89M Sell
125,634
-53,612
-30% -$1.65M ﹤0.01% 2611
2025
Q3 		$5.44M Buy
179,246
+4,245
+2% +$129K ﹤0.01% 2381
2025
Q2 		$4.9M Sell
175,001
-9,127
-5% -$243K ﹤0.01% 2374
2025
Q1 		$5.09M Sell
184,128
-6,082
-3% -$171K ﹤0.01% 2299
2024
Q4 		$5.39M Sell
190,210
-10,117
-5% -$288K ﹤0.01% 2304
2024
Q3 		$5.19M Sell
200,327
-21,018
-9% -$540K ﹤0.01% 2356
2024
Q2 		$5.08M Sell
221,345
-28,112
-11% -$638K ﹤0.01% 2296
2024
Q1 		$6.08M Buy
249,457
+8,966
+4% +$223K ﹤0.01% 2214
2023
Q4 		$6.7M Buy
240,491
+78,960
+49% +$1.9M ﹤0.01% 2124
2023
Q3 		$3.44M Sell
161,531
-1,774
-1% -$40.5K ﹤0.01% 2550
2023
Q2 		$3.74M Sell
163,305
-10,505
-6% -$245K ﹤0.01% 2557
2023
Q1 		$4.28M Sell
173,810
-10,492
-6% -$295K ﹤0.01% 2423
2022
Q4 		$5.43M Buy
184,302
+5,693
+3% +$176K ﹤0.01% 2233
2022
Q3 		$5.22M Buy
+178,609
New +$5.37M ﹤0.01% 2187
2021
Q1 		– Sell
-10,474
Closed -$267K – 3899
2020
Q4 		$267K Sell
10,474
-3,840
-27% -$82.9K ﹤0.01% 3536
2020
Q3 		$234K Sell
14,314
-8,255
-37% -$138K ﹤0.01% 3494
2020
Q2 		$475K Buy
+22,569
New +$418K ﹤0.01% 3212
2020
Q1 		– Sell
-7,073
Closed -$220K – 3734
2019
Q4 		$220K Buy
+7,073
New +$208K ﹤0.01% 3556
2019
Q3 		– Sell
-7,168
Closed -$202K – 3761
2019
Q2 		$202K Buy
+7,168
New +$212K ﹤0.01% 3586
2018
Q4 		– Sell
-8,729
Closed -$310K – 3763
2018
Q3 		$310K Buy
+8,729
New +$316K ﹤0.01% 3431

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

Ameriprise's STEL Position: Q2 2026 in Review

Ameriprise reduced its Stellar Bancorp (STEL) stake by 8.2% in Q2 2026, selling an estimated $254K and leaving 75,234 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Ameriprise first reported a position in STEL in Q3 2018 and has held it in 22 quarters since. The position peaked at $6.7M in Q4 2023. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Ameriprise held 75,234 shares of Stellar Bancorp worth $2.98M as of Q2 2026.
  • Ameriprise sold 6,738 Stellar Bancorp shares in Q2 2026, an estimated $254K.
  • Stellar Bancorp made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2873 holding.
  • Ameriprise first reported a position in Stellar Bancorp in Q3 2018 and has held it in 22 quarters since.
  • Ameriprise's Stellar Bancorp position peaked at $6.7M in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.