AWE
STEL

Avidian Wealth Enterprises’s Stellar Bancorp STEL Stock Holding History

Avidian Wealth Enterprises’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
-16,552
Closed -$502K – 600
2025
Q3 		$502K Buy
16,552
+35
+0.2% +$1.06K 0.02% 366
2025
Q2 		$462K Hold
16,517
– – 0.02% 350
2025
Q1 		$457K Hold
16,517
– – 0.02% 325
2024
Q4 		$468K Hold
16,517
– – 0.02% 308
2024
Q3 		$428K Hold
16,517
– – 0.02% 324
2024
Q2 		$379K Hold
16,517
– – 0.02% 342
2024
Q1 		$402K Hold
16,517
– – 0.02% 301
2023
Q4 		$460K Sell
16,517
-13,182
-44% -$316K 0.03% 276
2023
Q3 		$633K Buy
29,699
+12,362
+71% +$282K 0.04% 216
2023
Q2 		$397K Sell
17,337
-131,892
-88% -$3.07M 0.03% 305
2023
Q1 		$3.67M Hold
149,229
– – 0.2% 98
2022
Q4 		$4.4M Buy
149,229
+15,689
+12% +$486K 0.29% 75
2022
Q3 		$3.91M Sell
133,540
-4,877
-4% -$147K 0.28% 65
2022
Q2 		$3.68M Sell
138,417
-4,700
-3% -$133K 0.26% 76
2022
Q1 		$4.44M Sell
143,117
-8,800
-6% -$268K 0.27% 72
2021
Q4 		$4.41M Buy
151,917
+53,756
+55% +$1.52M 0.27% 71
2021
Q3 		$2.59M Hold
98,161
– – 0.2% 80
2021
Q2 		$2.68M Sell
98,161
-16,000
-14% -$482K 0.21% 79
2021
Q1 		$3.51M Hold
114,161
– – 0.3% 56
2020
Q4 		$2.91M Hold
114,161
– – 0.28% 58
2020
Q3 		$1.86M Hold
114,161
– – 0.21% 72
2020
Q2 		$2.4M Hold
114,161
– – 0.32% 54
2020
Q1 		$2.03M Hold
114,161
– – 0.33% 43
2019
Q4 		$3.55M Buy
+114,161
New +$3.35M 0.5% 34

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

Avidian Wealth Enterprises's STEL Position: Q4 2025 in Review

Avidian Wealth Enterprises sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 16,552 shares — an estimated $502K sold.

Avidian Wealth Enterprises first reported a position in STEL in Q4 2019 and held it in 24 quarters. The position peaked at $4.44M in Q1 2022. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • Avidian Wealth Enterprises reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,552 Stellar Bancorp shares in Q4 2025, an estimated $502K.
  • Avidian Wealth Enterprises first reported a position in Stellar Bancorp in Q4 2019 and held it in 24 quarters.
  • Avidian Wealth Enterprises's Stellar Bancorp position peaked at $4.44M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2025, filed 2 Feb 2026.