FSWA
STEL

Financial Synergies Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Financial Synergies 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 		$2.59M Hold
65,848
– – 0.22% 41
2026
Q1 		$2.41M Hold
65,848
– – 0.23% 43
2025
Q4 		$2.04M Hold
65,848
– – 0.2% 39
2025
Q3 		$2M Hold
65,848
– – 0.2% 38
2025
Q2 		$1.84M Buy
+65,848
New +$1.75M 0.2% 38

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

Financial Synergies Wealth Advisors's STEL Position: Q2 2026 in Review

Financial Synergies Wealth Advisors held its Stellar Bancorp (STEL) position steady in Q2 2026 at 65,848 shares worth $2.59M. The position accounts for 0.22% of the portfolio, ranked #41.

Financial Synergies Wealth Advisors first reported a position in STEL in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Financial Synergies Wealth Advisors held 65,848 shares of Stellar Bancorp worth $2.59M as of Q2 2026.
  • Financial Synergies Wealth Advisors left its Stellar Bancorp share count unchanged in Q2 2026.
  • Stellar Bancorp made up 0.22% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • Financial Synergies Wealth Advisors first reported a position in Stellar Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.