FIA
STEL

FNY Investment Advisers’s Stellar Bancorp STEL Stock Holding History

FNY Investment Advisers’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
2024
Q2 		– Sell
-50
Closed -$1 – 793
2024
Q1 		$1 Buy
+50
New +$1.24K ﹤0.01% 644
2022
Q4 		– Sell
-4,397
Closed -$128K – 738
2022
Q3 		$128K Sell
4,397
-1,603
-27% -$48.2K 0.09% 132
2022
Q2 		$159K Buy
+6,000
New +$169K 0.12% 121

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FNY Investment Advisers's STEL Position: Q2 2024 in Review

FNY Investment Advisers sold out of Stellar Bancorp (STEL) in Q2 2024, closing a stake of 50 shares — an estimated $1 sold.

FNY Investment Advisers first reported a position in STEL in Q2 2022 and held it in 3 quarters. The position peaked at $159K in Q2 2022. 163 funds tracked by Wall St. Rank hold STEL as of Q2 2024.

  • FNY Investment Advisers reported no remaining Stellar Bancorp position as of Q2 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 50 Stellar Bancorp shares in Q2 2024, an estimated $1.
  • FNY Investment Advisers first reported a position in Stellar Bancorp in Q2 2022 and held it in 3 quarters.
  • FNY Investment Advisers's Stellar Bancorp position peaked at $159K in Q2 2022.
  • 163 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2024.

Based on FNY Investment Advisers's 13F filing for Q2 2024, filed 5 Aug 2024.