EWA
STEL

EverSource Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

EverSource Wealth 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
2026
Q2 		$6.8K Sell
173
-632
-79% -$23.8K ﹤0.01% 3125
2026
Q1 		$29.5K Buy
805
+46
+6% +$1.65K ﹤0.01% 2252
2025
Q4 		$23.5K Sell
759
-17
-2% -$522 ﹤0.01% 2278
2025
Q3 		$23.5K Buy
776
+25
+3% +$760 ﹤0.01% 2252
2025
Q2 		$21K Buy
751
+618
+465% +$16.4K ﹤0.01% 2251
2025
Q1 		$3.68K Buy
133
+121
+1,008% +$3.41K ﹤0.01% 2645
2024
Q4 		$340 Buy
+12
New +$342 ﹤0.01% 3310

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

EverSource Wealth Advisors's STEL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Stellar Bancorp (STEL) stake by 79% in Q2 2026, selling an estimated $23.8K and leaving 173 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

EverSource Wealth Advisors first reported a position in STEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.5K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • EverSource Wealth Advisors held 173 shares of Stellar Bancorp worth $6.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 632 Stellar Bancorp shares in Q2 2026, an estimated $23.8K.
  • Stellar Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3125 holding.
  • EverSource Wealth Advisors first reported a position in Stellar Bancorp in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Stellar Bancorp position peaked at $29.5K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.