Crestmont Private Wealth’s Stellar Bancorp STEL Stock Holding History

Crestmont 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 Q2	$399K	Sell	10,145 -2,584	-20%	-$97.3K	0.11%	68
2026 Q1	$466K	Hold	12,729	–	–	0.15%	63
2025 Q4	$394K	Hold	12,729	–	–	0.13%	55
2025 Q3	$386K	Sell	12,729 -9,000	-41%	-$273K	0.13%	55
2025 Q2	$608K	Sell	21,729 -4,000	-16%	-$106K	0.22%	39
2025 Q1	$712K	Sell	25,729 -3,070	-11%	-$86.5K	0.31%	25
2024 Q4	$816K	Buy	28,799 +139	+0.5%	+$3.96K	0.37%	17
2024 Q3	$742K	Sell	28,660 -71,447	-71%	-$1.83M	0.32%	17
2024 Q2	$2.3M	Sell	100,107 -5,236	-5%	-$119K	1.11%	13
2024 Q1	$2.57M	Sell	105,343 -250	-0.2%	-$6.22K	1.27%	12
2023 Q4	$2.94M	Buy	105,593 +604	+0.6%	+$14.5K	1.5%	12
2023 Q3	$2.24M	Sell	104,989 -46,836	-31%	-$1.07M	1.37%	10
2023 Q2	$3.48M	Sell	151,825 -19,077	-11%	-$444K	2.04%	10
2023 Q1	$4.21M	Sell	170,902 -11,221	-6%	-$316K	2.75%	9
2022 Q4	$5.37M	Buy	+182,123	New	+$5.64M	3.67%	9

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Crestmont Private Wealth's STEL Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Stellar Bancorp (STEL) stake by 20% in Q2 2026, selling an estimated $97.3K and leaving 10,145 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #68.

Crestmont Private Wealth first reported a position in STEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.37M in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Crestmont Private Wealth held 10,145 shares of Stellar Bancorp worth $399K as of Q2 2026.
Crestmont Private Wealth sold 2,584 Stellar Bancorp shares in Q2 2026, an estimated $97.3K.
Stellar Bancorp made up 0.11% of Crestmont Private Wealth's portfolio in Q2 2026, its #68 holding.
Crestmont Private Wealth first reported a position in Stellar Bancorp in Q4 2022 and has held it in 15 quarters since.
Crestmont Private Wealth's Stellar Bancorp position peaked at $5.37M in Q4 2022.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.