Cerity Partners’s Stellar Bancorp STEL Stock Holding History

Cerity Partners’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	–	Sell	-10,610	Closed	-$328K	–	3390
2025 Q4	$328K	Buy	10,610 +3,766	+55%	+$116K	﹤0.01%	2362
2025 Q3	$208K	Buy	+6,844	New	+$208K	﹤0.01%	2488

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

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

Cerity Partners's STEL Position: Q1 2026 in Review

Cerity Partners sold out of Stellar Bancorp (STEL) in Q1 2026, closing a stake of 10,610 shares — an estimated $328K sold.

Cerity Partners first reported a position in STEL in Q3 2025 and held it in 2 quarters. The position peaked at $328K in Q4 2025. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

Cerity Partners reported no remaining Stellar Bancorp position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 10,610 Stellar Bancorp shares in Q1 2026, an estimated $328K.
Cerity Partners first reported a position in Stellar Bancorp in Q3 2025 and held it in 2 quarters.
Cerity Partners's Stellar Bancorp position peaked at $328K in Q4 2025.
229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.