Avior Wealth Management’s Stellar Bancorp STEL Stock Holding History

Avior Wealth 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
2026 Q2	$249K	Hold	6,333	–	–	0.01%	701
2026 Q1	$232K	Sell	6,333 -6,000	-49%	-$215K	0.01%	756
2025 Q4	$382K	Hold	12,333	–	–	0.01%	541
2025 Q3	$374K	Hold	12,333	–	–	0.01%	529
2025 Q2	$345K	Hold	12,333	–	–	0.01%	533
2025 Q1	$341K	Hold	12,333	–	–	0.01%	516
2024 Q4	$350K	Hold	12,333	–	–	0.01%	546
2024 Q3	$319K	Sell	12,333 -8,000	-39%	-$205K	0.01%	568
2024 Q2	$467K	Buy	20,333 +5,991	+42%	+$136K	0.02%	451
2024 Q1	$349K	Buy	14,342 +9	+0.1%	+$224	0.02%	544
2023 Q4	$399K	Hold	14,333	–	–	0.02%	393
2023 Q3	$306K	Sell	14,333 -3,000	-17%	-$68.5K	0.02%	434
2023 Q2	$397K	Sell	17,333 -5,000	-22%	-$116K	0.03%	397
2023 Q1	$550K	Hold	22,333	–	–	0.04%	324
2022 Q4	$658K	Buy	22,333 +13,000	+139%	+$403K	0.05%	244
2022 Q3	$272K	Buy	+9,333	New	+$281K	0.02%	396

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

Avior Wealth Management's STEL Position: Q2 2026 in Review

Avior Wealth Management held its Stellar Bancorp (STEL) position steady in Q2 2026 at 6,333 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #701.

Avior Wealth Management first reported a position in STEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $658K in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Avior Wealth Management held 6,333 shares of Stellar Bancorp worth $249K as of Q2 2026.
Avior Wealth Management left its Stellar Bancorp share count unchanged in Q2 2026.
Stellar Bancorp made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #701 holding.
Avior Wealth Management first reported a position in Stellar Bancorp in Q3 2022 and has held it in 16 quarters since.
Avior Wealth Management's Stellar Bancorp position peaked at $658K in Q4 2022.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.