C
STEL

Covestor’s Stellar Bancorp STEL Stock Holding History

Covestor’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 		$1K Buy
14
+7
+100% +$264 ﹤0.01% 2336
2026
Q1 		$0 Buy
7
+4
+133% +$143 ﹤0.01% 2740
2025
Q4 		$0 Hold
3
– – ﹤0.01% 2715
2025
Q3 		$0 Sell
3
-4
-57% -$122 ﹤0.01% 2747
2025
Q2 		$0 Sell
7
-37
-84% -$984 ﹤0.01% 2733
2025
Q1 		$1K Sell
44
-83
-65% -$2.34K ﹤0.01% 2102
2024
Q4 		$4K Buy
127
+57
+81% +$1.62K ﹤0.01% 1773
2024
Q3 		$2K Buy
70
+18
+35% +$462 ﹤0.01% 1858
2024
Q2 		$1K Sell
52
-2
-4% -$45 ﹤0.01% 2123
2024
Q1 		$1K Buy
54
+53
+5,300% +$1.32K ﹤0.01% 2112
2023
Q4 		$0 Sell
1
-1
-50% -$24 ﹤0.01% 2689
2023
Q3 		$0 Sell
2
-4
-67% -$91 ﹤0.01% 2684
2023
Q2 		$0 Sell
6
-12
-67% -$280 ﹤0.01% 2623
2023
Q1 		$0 Buy
18
+1
+6% +$28 ﹤0.01% 2555
2022
Q4 		$1K Buy
17
+4
+31% +$124 ﹤0.01% 1931
2022
Q3 		$0 Buy
+13
New +$391 ﹤0.01% 2574

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

Covestor's STEL Position: Q2 2026 in Review

Covestor increased its Stellar Bancorp (STEL) stake by 100% in Q2 2026, buying an estimated $264 and bringing the position to 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Covestor first reported a position in STEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $4K in Q4 2024. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Covestor held 14 shares of Stellar Bancorp worth $1K as of Q2 2026.
  • Covestor bought 7 Stellar Bancorp shares in Q2 2026, an estimated $264.
  • Stellar Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2336 holding.
  • Covestor first reported a position in Stellar Bancorp in Q3 2022 and has held it in 16 quarters since.
  • Covestor's Stellar Bancorp position peaked at $4K in Q4 2024.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.