AssetMark Inc’s Stellar Bancorp STEL Stock Holding History

AssetMark Inc’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	$708	Hold	18	–	–	﹤0.01%	3223
2026 Q1	$659	Buy	+18	New	+$645	﹤0.01%	3127

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

AssetMark Inc's STEL Position: Q2 2026 in Review

AssetMark Inc held its Stellar Bancorp (STEL) position steady in Q2 2026 at 18 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

AssetMark Inc first reported a position in STEL in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

AssetMark Inc held 18 shares of Stellar Bancorp worth $708 as of Q2 2026.
AssetMark Inc left its Stellar Bancorp share count unchanged in Q2 2026.
Stellar Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3223 holding.
AssetMark Inc first reported a position in Stellar Bancorp in Q1 2026 and has held it in 2 quarters since.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.