Creative Planning
STEL

Creative Planning’s Stellar Bancorp STEL Stock Holding History

Creative Planning’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 		$2.97M Buy
75,617
+3,856
+5% +$145K ﹤0.01% 1794
2026
Q1 		$2.63M Buy
71,761
+11,518
+19% +$413K ﹤0.01% 1684
2025
Q4 		$1.86M Buy
60,243
+6,059
+11% +$186K ﹤0.01% 1774
2025
Q3 		$1.64M Buy
54,184
+15,925
+42% +$484K ﹤0.01% 1695
2025
Q2 		$1.07M Buy
38,259
+25,557
+201% +$679K ﹤0.01% 1798
2025
Q1 		$351K Buy
12,702
+1,363
+12% +$38.4K ﹤0.01% 2608
2024
Q4 		$321K Sell
11,339
-351
-3% -$10K ﹤0.01% 2602
2024
Q3 		$303K Sell
11,690
-4,093
-26% -$105K ﹤0.01% 2513
2024
Q2 		$362K Buy
+15,783
New +$358K ﹤0.01% 2202
2023
Q4 		– Sell
-35,384
Closed -$754K – 3070
2023
Q3 		$754K Sell
35,384
-4,073
-10% -$92.9K ﹤0.01% 1302
2023
Q2 		$903K Buy
39,457
+4,147
+12% +$96.6K ﹤0.01% 1183
2023
Q1 		$869K Buy
35,310
+825
+2% +$23.2K ﹤0.01% 1151
2022
Q4 		$1.02M Sell
34,485
-727
-2% -$22.5K ﹤0.01% 1027
2022
Q3 		$1.03M Buy
+35,212
New +$1.06M ﹤0.01% 956

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

Creative Planning's STEL Position: Q2 2026 in Review

Creative Planning increased its Stellar Bancorp (STEL) stake by 5.4% in Q2 2026, buying an estimated $145K and bringing the position to 75,617 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Creative Planning first reported a position in STEL in Q3 2022 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Creative Planning held 75,617 shares of Stellar Bancorp worth $2.97M as of Q2 2026.
  • Creative Planning bought 3,856 Stellar Bancorp shares in Q2 2026, an estimated $145K.
  • Stellar Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1794 holding.
  • Creative Planning first reported a position in Stellar Bancorp in Q3 2022 and has held it in 14 quarters since.
  • 213 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.