Farther Finance Advisors’s Stellar Bancorp STEL Stock Holding History

Farther Finance 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	$7.94K	Buy	202 +37	+22%	+$1.39K	﹤0.01%	4569
2026 Q1	$6.07K	Buy	165 +77	+88%	+$2.76K	﹤0.01%	4393
2025 Q4	$2.72K	Buy	88 +71	+418%	+$2.18K	﹤0.01%	4568
2025 Q3	$516	Buy	17 +8	+89%	+$243	﹤0.01%	4535
2025 Q2	$252	Hold	9	–	–	﹤0.01%	4168
2025 Q1	$248	Hold	9	–	–	﹤0.01%	3912
2024 Q4	$255	Hold	9	–	–	﹤0.01%	3599
2024 Q3	$230	Hold	9	–	–	﹤0.01%	3621
2024 Q2	$203	Hold	9	–	–	﹤0.01%	3490
2024 Q1	$215	Hold	9	–	–	﹤0.01%	3255
2023 Q4	$251	Hold	9	–	–	﹤0.01%	3176
2023 Q3	$192	Hold	9	–	–	﹤0.01%	2469
2023 Q2	$206	Sell	9 -26	-74%	-$606	﹤0.01%	2365
2023 Q1	$861	Buy	35 +26	+289%	+$731	﹤0.01%	1883
2022 Q4	$265	Buy	+9	New	+$279	﹤0.01%	1975

Other funds holding STEL

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Farther Finance Advisors's STEL Position: Q2 2026 in Review

Farther Finance Advisors increased its Stellar Bancorp (STEL) stake by 22% in Q2 2026, buying an estimated $1.39K and bringing the position to 202 shares worth $7.94K. The position accounts for ﹤0.01% of the portfolio, ranked #4569.

Farther Finance Advisors first reported a position in STEL in Q4 2022 and has held it in 15 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Farther Finance Advisors held 202 shares of Stellar Bancorp worth $7.94K as of Q2 2026.
Farther Finance Advisors bought 37 Stellar Bancorp shares in Q2 2026, an estimated $1.39K.
Stellar Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4569 holding.
Farther Finance Advisors first reported a position in Stellar Bancorp in Q4 2022 and has held it in 15 quarters since.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.