EF
STEL

Empowered Funds’s Stellar Bancorp STEL Stock Holding History

Empowered Funds’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
Q4 		– Sell
-197,606
Closed -$6M – 1788
2025
Q3 		$6M Buy
197,606
+12,061
+7% +$367K 0.06% 421
2025
Q2 		$5.19M Buy
185,545
+9,664
+5% +$257K 0.06% 424
2025
Q1 		$4.86M Buy
175,881
+29,759
+20% +$838K 0.07% 395
2024
Q4 		$4.14M Buy
146,122
+7,042
+5% +$201K 0.06% 434
2024
Q3 		$3.6M Buy
139,080
+6,968
+5% +$179K 0.06% 468
2024
Q2 		$3.03M Buy
132,112
+48,192
+57% +$1.09M 0.05% 474
2024
Q1 		$2.04M Buy
83,920
+6,300
+8% +$157K 0.04% 608
2023
Q4 		$2.16M Buy
77,620
+36,147
+87% +$868K 0.05% 494
2023
Q3 		$884K Buy
41,473
+22,647
+120% +$517K 0.03% 709
2023
Q2 		$431K Buy
+18,826
New +$439K 0.02% 862

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Empowered Funds's STEL Position: Q4 2025 in Review

Empowered Funds sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 197,606 shares — an estimated $6M sold.

Empowered Funds first reported a position in STEL in Q2 2023 and held it in 10 quarters. The position peaked at $6M in Q3 2025. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • Empowered Funds reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 197,606 Stellar Bancorp shares in Q4 2025, an estimated $6M.
  • Empowered Funds first reported a position in Stellar Bancorp in Q2 2023 and held it in 10 quarters.
  • Empowered Funds's Stellar Bancorp position peaked at $6M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.