Bank of Montreal
STEL

Bank of Montreal’s Stellar Bancorp STEL Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-7,536
Closed -$211K – 3794
2025
Q2 		$211K Buy
7,536
+83
+1% +$2.21K ﹤0.01% 2780
2025
Q1 		$206K Buy
+7,453
New +$210K ﹤0.01% 2719
2021
Q2 		– Sell
-680
Closed -$21K – 4810
2021
Q1 		$21K Sell
680
-2,252
-77% -$64.8K ﹤0.01% 4042
2020
Q4 		$79K Buy
2,932
+2,036
+227% +$43.9K ﹤0.01% 3708
2020
Q3 		$15K Sell
896
-571
-39% -$9.55K ﹤0.01% 3957
2020
Q2 		$24K Buy
+1,467
New +$27.1K ﹤0.01% 3775
2020
Q1 		– Sell
-2,247
Closed -$70K – 4661
2019
Q4 		$70K Buy
2,247
+668
+42% +$19.6K ﹤0.01% 3669
2019
Q3 		$44K Buy
1,579
+14
+0.9% +$398 ﹤0.01% 3691
2019
Q2 		$44K Buy
+1,565
New +$46.3K ﹤0.01% 3761
2019
Q1 		– Sell
-267
Closed -$8K – 4717
2018
Q4 		$8K Buy
267
+138
+107% +$4.57K ﹤0.01% 3954
2018
Q3 		$5K Sell
129
-3
-2% -$109 ﹤0.01% 4125
2018
Q2 		$4K Buy
+132
New +$4.02K ﹤0.01% 4189

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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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 $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal's STEL Position: Q3 2025 in Review

Bank of Montreal sold out of Stellar Bancorp (STEL) in Q3 2025, closing a stake of 7,536 shares — an estimated $211K sold.

Bank of Montreal first reported a position in STEL in Q2 2018 and held it in 12 quarters. The position peaked at $211K in Q2 2025. 191 funds tracked by Wall St. Rank hold STEL as of Q3 2025.

  • Bank of Montreal reported no remaining Stellar Bancorp position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 7,536 Stellar Bancorp shares in Q3 2025, an estimated $211K.
  • Bank of Montreal first reported a position in Stellar Bancorp in Q2 2018 and held it in 12 quarters.
  • Bank of Montreal's Stellar Bancorp position peaked at $211K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.