CRC
STEL

Curi RMB Capital’s Stellar Bancorp STEL Stock Holding History

Curi RMB Capital’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
Q2 		– Sell
-50,000
Closed -$1.38M – 683
2025
Q1 		$1.38M Hold
50,000
– – 0.03% 301
2024
Q4 		$1.42M Sell
50,000
-25,000
-33% -$712K 0.03% 301
2024
Q3 		$1.94M Hold
75,000
– – 0.04% 270
2024
Q2 		$1.72M Sell
75,000
-25,000
-25% -$567K 0.04% 277
2024
Q1 		$2.44M Sell
100,000
-25,000
-20% -$622K 0.06% 251
2023
Q4 		$3.48M Sell
125,000
-50,000
-29% -$1.2M 0.11% 186
2023
Q3 		$3.73M Buy
175,000
+75,000
+75% +$1.71M 0.13% 166
2023
Q2 		$2.29M Buy
+100,000
New +$2.33M 0.08% 204
2020
Q1 		– Sell
-87,413
Closed -$2.72M – 759
2019
Q4 		$2.72M Sell
87,413
-433,471
-83% -$12.7M 0.08% 233
2019
Q3 		$14.5M Sell
520,884
-126,192
-20% -$3.59M 0.38% 70
2019
Q2 		$18.2M Buy
647,076
+5,000
+0.8% +$148K 0.46% 49
2019
Q1 		$20.8M Sell
642,076
-12,210
-2% -$394K 0.53% 42
2018
Q4 		$19.2M Buy
654,286
+24,867
+4% +$824K 0.49% 51
2018
Q3 		$22.4M Buy
629,419
+5,000
+0.8% +$181K 0.54% 45
2018
Q2 		$20.6M Buy
624,419
+127,500
+26% +$3.88M 0.49% 48
2018
Q1 		$14.6M Buy
496,919
+216,435
+77% +$6.23M 0.37% 80
2017
Q4 		$8.32M Buy
+280,484
New +$8.11M 0.22% 136

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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curi RMB Capital's STEL Position: Q2 2025 in Review

Curi RMB Capital sold out of Stellar Bancorp (STEL) in Q2 2025, closing a stake of 50,000 shares — an estimated $1.38M sold.

Curi RMB Capital first reported a position in STEL in Q4 2017 and held it in 17 quarters. The position peaked at $22.4M in Q3 2018. 183 funds tracked by Wall St. Rank hold STEL as of Q2 2025.

  • Curi RMB Capital reported no remaining Stellar Bancorp position as of Q2 2025 after selling out during the quarter.
  • Curi RMB Capital sold 50,000 Stellar Bancorp shares in Q2 2025, an estimated $1.38M.
  • Curi RMB Capital first reported a position in Stellar Bancorp in Q4 2017 and held it in 17 quarters.
  • Curi RMB Capital's Stellar Bancorp position peaked at $22.4M in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2025.

Based on Curi RMB Capital's 13F filing for Q2 2025, filed 14 Aug 2025.