Commonwealth Equity Services
STEL

Commonwealth Equity Services’s Stellar Bancorp STEL Stock Holding History

Commonwealth Equity Services’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 		$774K Sell
19,674
-38
-0.2% -$1.43K ﹤0.01% 2925
2026
Q1 		$722K Buy
19,712
+78
+0.4% +$2.8K ﹤0.01% 2889
2025
Q4 		$607K Buy
19,634
+11
+0.1% +$338 ﹤0.01% 3018
2025
Q3 		$595K Sell
19,623
-24
-0.1% -$729 ﹤0.01% 3034
2025
Q2 		$550K Sell
19,647
-5,196
-21% -$138K ﹤0.01% 3067
2025
Q1 		$687K Buy
24,843
+1,819
+8% +$51.2K ﹤0.01% 2776
2024
Q4 		$653K Hold
23,024
– – ﹤0.01% 2751
2024
Q3 		$596K Hold
23,024
– – ﹤0.01% 2752
2024
Q2 		$529K Sell
23,024
-8,328
-27% -$189K ﹤0.01% 2788
2024
Q1 		$764K Buy
+31,352
New +$780K ﹤0.01% 2450

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

Commonwealth Equity Services's STEL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Stellar Bancorp (STEL) stake by 0.19% in Q2 2026, selling an estimated $1.43K and leaving 19,674 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Commonwealth Equity Services first reported a position in STEL in Q1 2024 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Commonwealth Equity Services held 19,674 shares of Stellar Bancorp worth $774K as of Q2 2026.
  • Commonwealth Equity Services sold 38 Stellar Bancorp shares in Q2 2026, an estimated $1.43K.
  • Stellar Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2925 holding.
  • Commonwealth Equity Services first reported a position in Stellar Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 213 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.