Carson Wealth (CWM LLC)
STEL

Carson Wealth (CWM LLC)’s Stellar Bancorp STEL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$164K Buy
4,467
+1,075
+32% +$38.5K ﹤0.01% 2896
2025
Q4 		$105K Buy
3,392
+58
+2% +$1.78K ﹤0.01% 3025
2025
Q3 		$101K Buy
3,334
+1,687
+102% +$51.3K ﹤0.01% 2983
2025
Q2 		$46K Buy
1,647
+254
+18% +$6.75K ﹤0.01% 3357
2025
Q1 		$39K Buy
1,393
+788
+130% +$22.2K ﹤0.01% 3192
2024
Q4 		$17K Buy
605
+234
+63% +$6.66K ﹤0.01% 3553
2024
Q3 		$10K Buy
371
+247
+199% +$6.34K ﹤0.01% 3803
2024
Q2 		$3K Buy
124
+91
+276% +$2.06K ﹤0.01% 4126
2024
Q1 		$1K Buy
33
+25
+313% +$622 ﹤0.01% 4217
2023
Q4 		$0 Buy
+8
New +$192 ﹤0.01% 4501
2023
Q3 		– Sell
-140
Closed -$3K – 4515
2023
Q2 		$3K Sell
140
-103
-42% -$2.4K ﹤0.01% 3695
2023
Q1 		$6K Sell
243
-85
-26% -$2.39K ﹤0.01% 3240
2022
Q4 		$10K Buy
328
+305
+1,326% +$9.44K ﹤0.01% 2812
2022
Q3 		$1K Buy
+23
New +$692 ﹤0.01% 3769

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s STEL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Stellar Bancorp (STEL) stake by 32% in Q1 2026, buying an estimated $38.5K and bringing the position to 4,467 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Carson Wealth (CWM LLC) first reported a position in STEL in Q3 2022 and has held it in 14 quarters since. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,467 shares of Stellar Bancorp worth $164K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,075 Stellar Bancorp shares in Q1 2026, an estimated $38.5K.
  • Stellar Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2896 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stellar Bancorp in Q3 2022 and has held it in 14 quarters since.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.