BCM
STEL

Basswood Capital Management’s Stellar Bancorp STEL Stock Holding History

Basswood Capital 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
2024
Q4 		– Sell
-104,656
Closed -$2.71M – 117
2024
Q3 		$2.71M Sell
104,656
-71,410
-41% -$1.83M 0.14% 89
2024
Q2 		$4.04M Sell
176,066
-512
-0.3% -$11.6K 0.26% 68
2024
Q1 		$4.3M Hold
176,578
– – 0.25% 74
2023
Q4 		$4.92M Sell
176,578
-23,880
-12% -$573K 0.32% 71
2023
Q3 		$4.27M Sell
200,458
-47,093
-19% -$1.07M 0.32% 69
2023
Q2 		$5.67M Sell
247,551
-119,108
-32% -$2.78M 0.42% 64
2023
Q1 		$9.02M Sell
366,659
-65,940
-15% -$1.85M 0.63% 52
2022
Q4 		$12.7M Buy
432,599
+298,518
+223% +$9.24M 0.94% 34
2022
Q3 		$3.92M Sell
134,081
-603,166
-82% -$18.1M 0.29% 77
2022
Q2 		$19.6M Sell
737,247
-186,936
-20% -$5.28M 1.23% 26
2022
Q1 		$28.6M Buy
924,183
+80,820
+10% +$2.46M 1.37% 26
2021
Q4 		$24.5M Buy
843,363
+642,008
+319% +$18.1M 1.12% 31
2021
Q3 		$5.31M Buy
+201,355
New +$5.34M 0.22% 78

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Basswood Capital Management's STEL Position: Q4 2024 in Review

Basswood Capital Management sold out of Stellar Bancorp (STEL) in Q4 2024, closing a stake of 104,656 shares — an estimated $2.71M sold.

Basswood Capital Management first reported a position in STEL in Q3 2021 and held it in 13 quarters. The position peaked at $28.6M in Q1 2022. 180 funds tracked by Wall St. Rank hold STEL as of Q4 2024.

  • Basswood Capital Management reported no remaining Stellar Bancorp position as of Q4 2024 after selling out during the quarter.
  • Basswood Capital Management sold 104,656 Stellar Bancorp shares in Q4 2024, an estimated $2.71M.
  • Basswood Capital Management first reported a position in Stellar Bancorp in Q3 2021 and held it in 13 quarters.
  • Basswood Capital Management's Stellar Bancorp position peaked at $28.6M in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2024.

Based on Basswood Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.