Dimensional Fund Advisors
STEL

Dimensional Fund Advisors’s Stellar Bancorp STEL Stock Holding History

Dimensional Fund Advisors’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 		$102M Buy
2,581,607
+82,389
+3% +$3.1M 0.02% 1168
2026
Q1 		$91.5M Buy
2,499,218
+154,135
+7% +$5.53M 0.02% 1122
2025
Q4 		$72.6M Buy
2,345,083
+46,664
+2% +$1.43M 0.02% 1295
2025
Q3 		$69.7M Buy
2,298,419
+47,992
+2% +$1.46M 0.02% 1321
2025
Q2 		$63M Buy
2,250,427
+125,465
+6% +$3.34M 0.01% 1361
2025
Q1 		$58.8M Buy
2,124,962
+128,353
+6% +$3.62M 0.01% 1367
2024
Q4 		$56.6M Buy
1,996,609
+122,325
+7% +$3.48M 0.01% 1446
2024
Q3 		$48.5M Buy
1,874,284
+196,379
+12% +$5.04M 0.01% 1536
2024
Q2 		$38.5M Buy
1,677,905
+187,247
+13% +$4.25M 0.01% 1619
2024
Q1 		$36.3M Sell
1,490,658
-225,927
-13% -$5.62M 0.01% 1671
2023
Q4 		$47.8M Sell
1,716,585
-207,913
-11% -$4.99M 0.01% 1481
2023
Q3 		$41M Sell
1,924,498
-169,120
-8% -$3.86M 0.01% 1476
2023
Q2 		$47.9M Sell
2,093,618
-77,728
-4% -$1.81M 0.02% 1383
2023
Q1 		$53.4M Sell
2,171,346
-2,227
-0.1% -$62.6K 0.02% 1268
2022
Q4 		$64K Buy
2,173,573
+1,558,927
+254% +$48.3M 0.02% 1110
2022
Q3 		$18M Buy
614,646
+90,427
+17% +$2.72M 0.01% 1887
2022
Q2 		$13.9M Buy
524,219
+92,465
+21% +$2.61M 0.01% 2057
2022
Q1 		$13.4M Buy
431,754
+89,658
+26% +$2.73M ﹤0.01% 2172
2021
Q4 		$9.92M Buy
342,096
+11,614
+4% +$328K ﹤0.01% 2310
2021
Q3 		$8.72M Buy
330,482
+6,756
+2% +$179K ﹤0.01% 2391
2021
Q2 		$8.84M Buy
323,726
+24,478
+8% +$737K ﹤0.01% 2418
2021
Q1 		$9.21M Buy
299,248
+10,136
+4% +$292K ﹤0.01% 2358
2020
Q4 		$7.38M Buy
289,112
+14,076
+5% +$304K ﹤0.01% 2386
2020
Q3 		$4.49M Buy
275,036
+9,527
+4% +$159K ﹤0.01% 2478
2020
Q2 		$5.58M Buy
265,509
+48,518
+22% +$898K ﹤0.01% 2444
2020
Q1 		$3.86M Buy
216,991
+42,937
+25% +$1.12M ﹤0.01% 2506
2019
Q4 		$5.42M Buy
174,054
+25,496
+17% +$748K ﹤0.01% 2585
2019
Q3 		$4.14M Buy
148,558
+25,621
+21% +$729K ﹤0.01% 2661
2019
Q2 		$3.46M Buy
122,937
+48,228
+65% +$1.43M ﹤0.01% 2753
2019
Q1 		$2.43M Buy
74,709
+50,311
+206% +$1.62M ﹤0.01% 2848
2018
Q4 		$717K Buy
+24,398
New +$809K ﹤0.01% 3086

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Dimensional Fund Advisors's STEL Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Stellar Bancorp (STEL) stake by 3.3% in Q2 2026, buying an estimated $3.1M and bringing the position to 2,581,607 shares worth $102M. The position accounts for 0.02% of the portfolio, ranked #1168.

Dimensional Fund Advisors first reported a position in STEL in Q4 2018 and has held it in 31 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Dimensional Fund Advisors held 2,581,607 shares of Stellar Bancorp worth $102M as of Q2 2026.
  • Dimensional Fund Advisors bought 82,389 Stellar Bancorp shares in Q2 2026, an estimated $3.1M.
  • Stellar Bancorp made up 0.02% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1168 holding.
  • Dimensional Fund Advisors first reported a position in Stellar Bancorp in Q4 2018 and has held it in 31 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.