BWA
STEL

Basecamp Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Basecamp Wealth Advisors’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 		$79 Sell
2
-23
-92% -$866 ﹤0.01% 1788
2026
Q1 		$915 Buy
25
+23
+1,150% +$825 ﹤0.01% 1579
2025
Q4 		$62 Buy
+2
New +$61 ﹤0.01% 1738

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

Basecamp Wealth Advisors's STEL Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Stellar Bancorp (STEL) stake by 92% in Q2 2026, selling an estimated $866 and leaving 2 shares worth $79. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Basecamp Wealth Advisors first reported a position in STEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $915 in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Basecamp Wealth Advisors held 2 shares of Stellar Bancorp worth $79 as of Q2 2026.
  • Basecamp Wealth Advisors sold 23 Stellar Bancorp shares in Q2 2026, an estimated $866.
  • Stellar Bancorp made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1788 holding.
  • Basecamp Wealth Advisors first reported a position in Stellar Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Stellar Bancorp position peaked at $915 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.