Beacon Pointe Advisors’s Stellar Bancorp STEL Stock Holding History

Beacon Pointe 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	$804K	Hold	20,439	–	–	﹤0.01%	1137
2026 Q1	$748K	Buy	+20,439	New	+$733K	﹤0.01%	1107
2025 Q4	–	Sell	-9,758	Closed	-$296K	–	1565
2025 Q3	$296K	Sell	9,758 -20,439	-68%	-$621K	﹤0.01%	1187
2025 Q2	$845K	Hold	30,197	–	–	0.01%	719
2025 Q1	$835K	Hold	30,197	–	–	0.01%	684
2024 Q4	$856K	Sell	30,197 -101	-0.3%	-$2.88K	0.01%	683
2024 Q3	$784K	Buy	30,298 +101	+0.3%	+$2.59K	0.01%	701
2024 Q2	$693K	Sell	30,197 -5,661	-16%	-$128K	0.01%	755
2024 Q1	$874K	Hold	35,858	–	–	0.01%	734
2023 Q4	$998K	Hold	35,858	–	–	0.01%	666
2023 Q3	$764K	Sell	35,858 -57	-0.2%	-$1.3K	0.01%	713
2023 Q2	$822K	Sell	35,915 -12,943	-26%	-$302K	0.01%	573
2023 Q1	$1.2M	Sell	48,858 -44	-0.1%	-$1.24K	0.02%	491
2022 Q4	$1.44M	Buy	+48,902	New	+$1.51M	0.03%	433

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

Beacon Pointe Advisors's STEL Position: Q2 2026 in Review

Beacon Pointe Advisors held its Stellar Bancorp (STEL) position steady in Q2 2026 at 20,439 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Beacon Pointe Advisors first reported a position in STEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Beacon Pointe Advisors held 20,439 shares of Stellar Bancorp worth $804K as of Q2 2026.
Beacon Pointe Advisors left its Stellar Bancorp share count unchanged in Q2 2026.
Stellar Bancorp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1137 holding.
Beacon Pointe Advisors first reported a position in Stellar Bancorp in Q4 2022 and has held it in 14 quarters since.
Beacon Pointe Advisors's Stellar Bancorp position peaked at $1.44M in Q4 2022.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.