EST
STEL

EA Series Trust’s Stellar Bancorp STEL Stock Holding History

EA Series Trust’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
2023
Q2 		$431K Buy
+18,826
New +$439K 0.02% 862

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EA Series Trust's STEL Position: Q2 2023 in Review

EA Series Trust opened a new position in Stellar Bancorp (STEL) in Q2 2023: 18,826 shares worth $431K. The stake represents 0.02% of the portfolio and ranks #862 among its holdings.

153 funds tracked by Wall St. Rank hold STEL as of Q2 2023.

  • EA Series Trust held 18,826 shares of Stellar Bancorp worth $431K as of Q2 2023.
  • Stellar Bancorp was a new EA Series Trust position in Q2 2023.
  • Stellar Bancorp made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #862 holding.
  • 153 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.