Cetera Investment Advisers’s Stellar Bancorp STEL Stock Holding History

Cetera Investment Advisers’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	$240K	Buy	6,105 +13	+0.2%	+$490	﹤0.01%	4344
2026 Q1	$223K	Buy	+6,092	New	+$218K	﹤0.01%	4213
2025 Q4	–	Sell	-8,116	Closed	-$246K	–	4859
2025 Q3	$246K	Buy	8,116 +328	+4%	+$9.97K	﹤0.01%	3999
2025 Q2	$218K	Sell	7,788 -6	-0.1%	-$159	﹤0.01%	3661
2025 Q1	$216K	Hold	7,794	–	–	﹤0.01%	3544
2024 Q4	$221K	Sell	7,794 -2,245	-22%	-$63.9K	﹤0.01%	3355
2024 Q3	$260K	Hold	10,039	–	–	﹤0.01%	3189
2024 Q2	$230K	Hold	10,039	–	–	﹤0.01%	3262
2024 Q1	$245K	Hold	10,039	–	–	﹤0.01%	3206
2023 Q4	$279K	Hold	10,039	–	–	﹤0.01%	1821
2023 Q3	$214K	Hold	10,039	–	–	﹤0.01%	1946
2023 Q2	$230K	Sell	10,039 -13,519	-57%	-$315K	﹤0.01%	1904
2023 Q1	$580K	Hold	23,558	–	–	0.01%	1345
2022 Q4	$694K	Buy	+23,558	New	+$729K	0.01%	1187

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

Cetera Investment Advisers's STEL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Stellar Bancorp (STEL) stake by 0.21% in Q2 2026, buying an estimated $490 and bringing the position to 6,105 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

Cetera Investment Advisers first reported a position in STEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $694K in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Cetera Investment Advisers held 6,105 shares of Stellar Bancorp worth $240K as of Q2 2026.
Cetera Investment Advisers bought 13 Stellar Bancorp shares in Q2 2026, an estimated $490.
Stellar Bancorp made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4344 holding.
Cetera Investment Advisers first reported a position in Stellar Bancorp in Q4 2022 and has held it in 14 quarters since.
Cetera Investment Advisers's Stellar Bancorp position peaked at $694K in Q4 2022.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.