CHJWM
STEL

Carlton Hofferkamp & Jenks Wealth Management’s Stellar Bancorp STEL Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2026
Q2 		– Sell
-48,384
Closed -$1.82M – 149
2026
Q1 		$1.82M Sell
48,384
-73,072
-60% -$2.62M 0.61% 33
2025
Q4 		$3.76M Sell
121,456
-23,191
-16% -$713K 1.26% 22
2025
Q3 		$4.31M Buy
144,647
+19
+0% +$577 1.45% 18
2025
Q2 		$4.34M Sell
144,628
-120
-0.1% -$3.19K 1.57% 17
2025
Q1 		$3.7M Sell
144,748
-4,922
-3% -$139K 1.53% 18
2024
Q4 		$4.42M Sell
149,670
-11,222
-7% -$320K 1.63% 17
2024
Q3 		$4.3M Sell
160,892
-120
-0.1% -$3.08K 1.64% 13
2024
Q2 		$4.42M Sell
161,012
-58,664
-27% -$1.33M 1.73% 13
2024
Q1 		$5.25M Buy
219,676
+315
+0.1% +$7.84K 2.21% 11
2023
Q4 		$5.84M Sell
219,361
-1,131
-0.5% -$27.1K 2.44% 11
2023
Q3 		$4.81M Sell
220,492
-5,437
-2% -$124K 2.24% 12
2023
Q2 		$5.59M Sell
225,929
-831
-0.4% -$19.4K 2.46% 12
2023
Q1 		$4.94M Buy
226,760
+482
+0.2% +$13.6K 2.25% 12
2022
Q4 		$5.85M Buy
226,278
+23,240
+11% +$720K 2.57% 10
2022
Q3 		$5.77M Buy
+203,038
New +$6.11M 2.72% 8

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Balyasny Asset Management
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
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's STEL Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Stellar Bancorp (STEL) in Q2 2026, closing a stake of 48,384 shares — an estimated $1.82M sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in STEL in Q3 2022 and held it in 15 quarters. The position peaked at $5.85M in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Stellar Bancorp position as of Q2 2026 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 48,384 Stellar Bancorp shares in Q2 2026, an estimated $1.82M.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Stellar Bancorp in Q3 2022 and held it in 15 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Stellar Bancorp position peaked at $5.85M in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.