Buckingham Strategic Wealth’s Stellar Bancorp STEL Stock Holding History

Buckingham Strategic Wealth’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 Q2	$328K	Hold	14,292	–	–	﹤0.01%	577
2024 Q1	$348K	Hold	14,292	–	–	﹤0.01%	546
2023 Q4	$398K	Hold	14,292	–	–	﹤0.01%	497
2023 Q3	$305K	Hold	14,292	–	–	﹤0.01%	522
2023 Q2	$327K	Sell	14,292 -29	-0.2%	-$676	﹤0.01%	516
2023 Q1	$422K	Hold	14,321	–	–	0.01%	419
2022 Q4	$422K	Buy	14,321 +5,396	+60%	+$167K	0.01%	421
2022 Q3	$261K	Sell	8,925 -100	-1%	-$3.01K	0.01%	497
2022 Q2	$240K	Buy	9,025 +50	+0.6%	+$1.41K	﹤0.01%	514
2022 Q1	$278K	Buy	8,975 +50	+0.6%	+$1.52K	0.01%	488
2021 Q4	$259K	Hold	8,925	–	–	0.01%	511
2021 Q3	$235K	Hold	8,925	–	–	﹤0.01%	525
2021 Q2	$244K	Hold	8,925	–	–	0.01%	510
2021 Q1	$274K	Hold	8,925	–	–	0.01%	454
2020 Q4	$228K	Buy	+8,925	New	+$193K	0.01%	481
2020 Q1	–	Sell	-8,925	Closed	-$278K	–	512
2019 Q4	$278K	Hold	8,925	–	–	0.03%	376
2019 Q3	$249K	Buy	+8,925	New	+$254K	0.03%	362

Other funds holding STEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Buckingham Strategic Wealth's STEL Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Stellar Bancorp (STEL) position steady in Q2 2024 at 14,292 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Buckingham Strategic Wealth first reported a position in STEL in Q3 2019 and has held it in 17 quarters since. The position peaked at $422K in Q1 2023. 163 funds tracked by Wall St. Rank hold STEL as of Q2 2024.

Buckingham Strategic Wealth held 14,292 shares of Stellar Bancorp worth $328K as of Q2 2024.
Buckingham Strategic Wealth left its Stellar Bancorp share count unchanged in Q2 2024.
Stellar Bancorp made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #577 holding.
Buckingham Strategic Wealth first reported a position in Stellar Bancorp in Q3 2019 and has held it in 17 quarters since.
Buckingham Strategic Wealth's Stellar Bancorp position peaked at $422K in Q1 2023.
163 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.