Fidelity Investments
STEL

Fidelity Investments’s Stellar Bancorp STEL Stock Holding History

Fidelity Investments’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 		$2.38M Buy
60,480
+5,553
+10% +$209K ﹤0.01% 2692
2026
Q1 		$2.01M Buy
54,927
+48,742
+788% +$1.75M ﹤0.01% 2638
2025
Q4 		$191K Buy
6,185
+384
+7% +$11.8K ﹤0.01% 3463
2025
Q3 		$176K Sell
5,801
-8,830
-60% -$268K ﹤0.01% 3405
2025
Q2 		$409K Buy
14,631
+1,118
+8% +$29.7K ﹤0.01% 3037
2025
Q1 		$374K Buy
13,513
+3,034
+29% +$85.5K ﹤0.01% 3004
2024
Q4 		$297K Sell
10,479
-5,350
-34% -$152K ﹤0.01% 3109
2024
Q3 		$410K Buy
15,829
+2,541
+19% +$65.2K ﹤0.01% 2935
2024
Q2 		$305K Sell
13,288
-18,985
-59% -$431K ﹤0.01% 2897
2024
Q1 		$786K Sell
32,273
-9,751
-23% -$243K ﹤0.01% 2580
2023
Q4 		$1.17M Sell
42,024
-9,247
-18% -$222K ﹤0.01% 2429
2023
Q3 		$1.09M Buy
51,271
+8,117
+19% +$185K ﹤0.01% 2432
2023
Q2 		$988K Buy
43,154
+42,206
+4,452% +$983K ﹤0.01% 2478
2023
Q1 		$23.3K Buy
948
+101
+12% +$2.84K ﹤0.01% 3786
2022
Q4 		$25K Buy
847
+298
+54% +$9.23K ﹤0.01% 3696
2022
Q3 		$16K Buy
549
+185
+51% +$5.56K ﹤0.01% 3941
2022
Q2 		$10K Sell
364
-42
-10% -$1.19K ﹤0.01% 4117
2022
Q1 		$13K Buy
+406
New +$12.4K ﹤0.01% 4168
2021
Q3 		– Sell
-767
Closed -$21K – 4991
2021
Q2 		$21K Buy
767
+402
+110% +$12.1K ﹤0.01% 3372
2021
Q1 		$11K Hold
365
– – ﹤0.01% 3376
2020
Q4 		$9K Hold
365
– – ﹤0.01% 3338
2020
Q3 		$6K Hold
365
– – ﹤0.01% 3292
2020
Q2 		$8K Hold
365
– – ﹤0.01% 3166
2020
Q1 		$6K Hold
365
– – ﹤0.01% 3232
2019
Q4 		$11K Hold
365
– – ﹤0.01% 3255
2019
Q3 		$10K Sell
365
-7
-2% -$199 ﹤0.01% 3243
2019
Q2 		$10K Buy
372
+7
+2% +$207 ﹤0.01% 3243
2019
Q1 		$12K Hold
365
– – ﹤0.01% 3092
2018
Q4 		$11K Hold
365
– – ﹤0.01% 3035
2018
Q3 		$13K Buy
+365
New +$13.2K ﹤0.01% 3089

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

Fidelity Investments's STEL Position: Q2 2026 in Review

Fidelity Investments increased its Stellar Bancorp (STEL) stake by 10% in Q2 2026, buying an estimated $209K and bringing the position to 60,480 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

Fidelity Investments first reported a position in STEL in Q3 2018 and has held it in 30 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Fidelity Investments held 60,480 shares of Stellar Bancorp worth $2.38M as of Q2 2026.
  • Fidelity Investments bought 5,553 Stellar Bancorp shares in Q2 2026, an estimated $209K.
  • Stellar Bancorp made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2692 holding.
  • Fidelity Investments first reported a position in Stellar Bancorp in Q3 2018 and has held it in 30 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.