BTI
STEL

Blue Trust Inc’s Stellar Bancorp STEL Stock Holding History

Blue Trust Inc’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
-2,010
Closed -$56.2K – 2677
2025
Q2 		$56.2K Buy
2,010
+146
+8% +$3.88K ﹤0.01% 1392
2025
Q1 		$51.6K Buy
1,864
+184
+11% +$5.18K ﹤0.01% 1347
2024
Q4 		$47.6K Sell
1,680
-1,513
-47% -$43.1K ﹤0.01% 1337
2024
Q3 		$73.3K Buy
3,193
+2,858
+853% +$73.4K ﹤0.01% 1393
2024
Q2 		$8.16K Buy
+335
New +$7.6K ﹤0.01% 2010
2024
Q1 		– Sell
-200
Closed -$4K – 2670
2023
Q4 		$4K Buy
+200
New +$4.8K ﹤0.01% 1945

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $23.1B AUM 21.31% 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 $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Trust Inc's STEL Position: Q3 2025 in Review

Blue Trust Inc sold out of Stellar Bancorp (STEL) in Q3 2025, closing a stake of 2,010 shares — an estimated $56.2K sold.

Blue Trust Inc first reported a position in STEL in Q4 2023 and held it in 6 quarters. The position peaked at $73.3K in Q3 2024. 191 funds tracked by Wall St. Rank hold STEL as of Q3 2025.

  • Blue Trust Inc reported no remaining Stellar Bancorp position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 2,010 Stellar Bancorp shares in Q3 2025, an estimated $56.2K.
  • Blue Trust Inc first reported a position in Stellar Bancorp in Q4 2023 and held it in 6 quarters.
  • Blue Trust Inc's Stellar Bancorp position peaked at $73.3K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.