EP
STEL

Essential Partners’s Stellar Bancorp STEL Stock Holding History

Essential Partners’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 		$1.1K Sell
28
-107
-79% -$4.03K ﹤0.01% 2200
2026
Q1 		$4.94K Buy
135
+2
+2% +$72 ﹤0.01% 1578
2025
Q4 		$4.12K Buy
133
+26
+24% +$799 ﹤0.01% 1507
2025
Q3 		$3.25K Buy
107
+91
+569% +$2.77K ﹤0.01% 1603
2025
Q2 		$448 Buy
+16
New +$425 ﹤0.01% 1734

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Essential Partners's STEL Position: Q2 2026 in Review

Essential Partners reduced its Stellar Bancorp (STEL) stake by 79% in Q2 2026, selling an estimated $4.03K and leaving 28 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

Essential Partners first reported a position in STEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.94K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Essential Partners held 28 shares of Stellar Bancorp worth $1.1K as of Q2 2026.
  • Essential Partners sold 107 Stellar Bancorp shares in Q2 2026, an estimated $4.03K.
  • Stellar Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2200 holding.
  • Essential Partners first reported a position in Stellar Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Stellar Bancorp position peaked at $4.94K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.