ECM
STEL

Evergreen Capital Management’s Stellar Bancorp STEL Stock Holding History

Evergreen Capital Management’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
-8,177
Closed -$248K – 1513
2025
Q3 		$248K Buy
+8,177
New +$248K 0.01% 1106

Other funds holding STEL

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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

Evergreen Capital Management's STEL Position: Q4 2025 in Review

Evergreen Capital Management sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 8,177 shares — an estimated $248K sold.

Evergreen Capital Management first reported a position in STEL in Q3 2025 and held it in 1 quarter. The position peaked at $248K in Q3 2025. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • Evergreen Capital Management reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 8,177 Stellar Bancorp shares in Q4 2025, an estimated $248K.
  • Evergreen Capital Management first reported a position in Stellar Bancorp in Q3 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Stellar Bancorp position peaked at $248K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.