Brandywine Global Investment Management’s Stellar Bancorp STEL Stock Holding History

Brandywine Global Investment 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
2025 Q4	$1.05M	Sell	33,871 -1,022	-3%	-$31.4K	0.01%	530
2025 Q3	$1.06M	Sell	34,893 -1,293	-4%	-$39.3K	0.01%	544
2025 Q2	$1.01M	Sell	36,186 -1,200	-3%	-$31.9K	0.01%	533
2025 Q1	$1.03M	Buy	+37,386	New	+$1.05M	0.01%	515
2023 Q3	–	Sell	-10,067	Closed	-$230K	–	736
2023 Q2	$230K	Hold	10,067	–	–	﹤0.01%	662
2023 Q1	$248K	Sell	10,067 -97	-1%	-$2.73K	﹤0.01%	676
2022 Q4	$299K	Buy	+10,164	New	+$315K	﹤0.01%	690

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Brandywine Global Investment Management's STEL Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Stellar Bancorp (STEL) stake by 2.9% in Q4 2025, selling an estimated $31.4K and leaving 33,871 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #530.

Brandywine Global Investment Management first reported a position in STEL in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

Brandywine Global Investment Management held 33,871 shares of Stellar Bancorp worth $1.05M as of Q4 2025.
Brandywine Global Investment Management sold 1,022 Stellar Bancorp shares in Q4 2025, an estimated $31.4K.
Stellar Bancorp made up 0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #530 holding.
Brandywine Global Investment Management first reported a position in Stellar Bancorp in Q4 2022 and has held it in 7 quarters since.
Brandywine Global Investment Management's Stellar Bancorp position peaked at $1.06M in Q3 2025.
194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.