CFG
STEL

Cooper Financial Group’s Stellar Bancorp STEL Stock Holding History

Cooper Financial Group’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
2025
Q4 		– Sell
-310,293
Closed -$9.41M – 406
2025
Q3 		$9.41M Hold
310,293
– – 1.04% 18
2025
Q2 		$8.68M Buy
+310,293
New +$8.25M 1.02% 19

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cooper Financial Group's STEL Position: Q4 2025 in Review

Cooper Financial Group sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 310,293 shares — an estimated $9.41M sold.

Cooper Financial Group first reported a position in STEL in Q2 2025 and held it in 2 quarters. The position peaked at $9.41M in Q3 2025. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • Cooper Financial Group reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • Cooper Financial Group sold 310,293 Stellar Bancorp shares in Q4 2025, an estimated $9.41M.
  • Cooper Financial Group first reported a position in Stellar Bancorp in Q2 2025 and held it in 2 quarters.
  • Cooper Financial Group's Stellar Bancorp position peaked at $9.41M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.