Focus Partners Wealth
STEL

Focus Partners Wealth’s Stellar Bancorp STEL Stock Holding History

Focus Partners Wealth’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 		$390K Sell
9,914
-522
-5% -$19.7K ﹤0.01% 2112
2026
Q1 		$382K Sell
10,436
-4,494
-30% -$161K ﹤0.01% 2053
2025
Q4 		$462K Buy
14,930
+538
+4% +$16.5K ﹤0.01% 1990
2025
Q3 		$437K Sell
14,392
-183
-1% -$5.56K ﹤0.01% 1668
2025
Q2 		$408K Buy
14,575
+54
+0.4% +$1.44K ﹤0.01% 1542
2025
Q1 		$402K Buy
14,521
+40
+0.3% +$1.13K ﹤0.01% 1440
2024
Q4 		$411K Buy
14,481
+189
+1% +$5.38K ﹤0.01% 1410
2024
Q3 		$370K Buy
+14,292
New +$367K ﹤0.01% 1255

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

Focus Partners Wealth's STEL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Stellar Bancorp (STEL) stake by 5% in Q2 2026, selling an estimated $19.7K and leaving 9,914 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Focus Partners Wealth first reported a position in STEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $462K in Q4 2025. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Focus Partners Wealth held 9,914 shares of Stellar Bancorp worth $390K as of Q2 2026.
  • Focus Partners Wealth sold 522 Stellar Bancorp shares in Q2 2026, an estimated $19.7K.
  • Stellar Bancorp made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2112 holding.
  • Focus Partners Wealth first reported a position in Stellar Bancorp in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Stellar Bancorp position peaked at $462K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.