CA
STEL

Clearstead Advisors’s Stellar Bancorp STEL Stock Holding History

Clearstead Advisors’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 		$158 Buy
+4
New +$151 ﹤0.01% 3257
2025
Q4 		– Sell
-190
Closed -$5.76K – 3215
2025
Q3 		$5.76K Hold
190
– – ﹤0.01% 2103
2025
Q2 		$5.32K Buy
+190
New +$5.05K ﹤0.01% 2091

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

Clearstead Advisors's STEL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Stellar Bancorp (STEL) in Q2 2026: 4 shares worth $158. The stake represents ﹤0.01% of the portfolio and ranks #3257 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in STEL as recently as Q3 2025.

Clearstead Advisors first reported a position in STEL in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.76K in Q3 2025. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Clearstead Advisors held 4 shares of Stellar Bancorp worth $158 as of Q2 2026.
  • Stellar Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Stellar Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3257 holding.
  • Clearstead Advisors first reported a position in Stellar Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Stellar Bancorp position peaked at $5.76K in Q3 2025.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.