Corient Private Wealth
STEL

Corient Private Wealth’s Stellar Bancorp STEL Stock Holding History

Corient Private Wealth’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
-15,134
Closed -$468K – 2978
2025
Q4 		$468K Sell
15,134
-61
-0.4% -$1.87K ﹤0.01% 1898
2025
Q3 		$461K Buy
15,195
+50
+0.3% +$1.52K ﹤0.01% 1842
2025
Q2 		$424K Sell
15,145
-20
-0.1% -$532 ﹤0.01% 1792
2025
Q1 		$419K Sell
15,165
-258
-2% -$7.27K ﹤0.01% 1685
2024
Q4 		$437K Buy
15,423
+258
+2% +$7.35K ﹤0.01% 1695
2024
Q3 		$393K Buy
15,165
+8
+0.1% +$205 ﹤0.01% 1878
2024
Q2 		$348K Hold
15,157
– – ﹤0.01% 1819
2024
Q1 		$369K Buy
15,157
+7,741
+104% +$193K ﹤0.01% 1781
2023
Q4 		$206K Buy
+7,416
New +$178K ﹤0.01% 2060

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Corient Private Wealth's STEL Position: Q1 2026 in Review

Corient Private Wealth sold out of Stellar Bancorp (STEL) in Q1 2026, closing a stake of 15,134 shares — an estimated $468K sold.

Corient Private Wealth first reported a position in STEL in Q4 2023 and held it in 9 quarters. The position peaked at $468K in Q4 2025. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Corient Private Wealth reported no remaining Stellar Bancorp position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 15,134 Stellar Bancorp shares in Q1 2026, an estimated $468K.
  • Corient Private Wealth first reported a position in Stellar Bancorp in Q4 2023 and held it in 9 quarters.
  • Corient Private Wealth's Stellar Bancorp position peaked at $468K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.