Elizabeth Park Capital Advisors’s Stellar Bancorp STEL Stock Holding History

Elizabeth Park Capital 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
2025 Q1	–	Sell	-186,217	Closed	-$5.28M	–	48
2024 Q4	$5.28M	Hold	186,217	–	–	4.3%	3
2024 Q3	$4.82M	Hold	186,217	–	–	3.89%	3
2024 Q2	$4.28M	Buy	186,217 +66,217	+55%	+$1.5M	3.7%	4
2024 Q1	$2.92M	Hold	120,000	–	–	2.43%	14
2023 Q4	$3.34M	Hold	120,000	–	–	2.32%	18
2023 Q3	$2.56M	Hold	120,000	–	–	2.1%	26
2023 Q2	$2.75M	Hold	120,000	–	–	2%	30
2023 Q1	$2.95M	Hold	120,000	–	–	1.9%	23
2022 Q4	$3.54M	Buy	+120,000	New	+$3.72M	1.58%	33
2021 Q2	–	Sell	-114,047	Closed	-$3.5M	–	55
2021 Q1	$3.5M	Sell	114,047 -4,036	-3%	-$116K	1.17%	35
2020 Q4	$3.01M	Buy	+118,083	New	+$2.55M	1.29%	33

Other funds holding STEL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Elizabeth Park Capital Advisors's STEL Position: Q1 2025 in Review

Elizabeth Park Capital Advisors sold out of Stellar Bancorp (STEL) in Q1 2025, closing a stake of 186,217 shares — an estimated $5.28M sold.

Elizabeth Park Capital Advisors first reported a position in STEL in Q4 2020 and held it in 11 quarters. The position peaked at $5.28M in Q4 2024. 189 funds tracked by Wall St. Rank hold STEL as of Q1 2025.

Elizabeth Park Capital Advisors reported no remaining Stellar Bancorp position as of Q1 2025 after selling out during the quarter.
Elizabeth Park Capital Advisors sold 186,217 Stellar Bancorp shares in Q1 2025, an estimated $5.28M.
Elizabeth Park Capital Advisors first reported a position in Stellar Bancorp in Q4 2020 and held it in 11 quarters.
Elizabeth Park Capital Advisors's Stellar Bancorp position peaked at $5.28M in Q4 2024.
189 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2025.

Based on Elizabeth Park Capital Advisors's 13F filing for Q1 2025, filed 14 May 2025.