FOCUS Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

FOCUS 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	$5.97M	Hold	151,926	–	–	2.77%	13
2026 Q1	$5.56M	Hold	151,926	–	–	2.72%	14
2025 Q4	$4.7M	Sell	151,926 -18,970	-11%	-$583K	2.19%	15
2025 Q3	$5.18M	Sell	170,896 -24,992	-13%	-$759K	2.49%	14
2025 Q2	$5.48M	Hold	195,888	–	–	2.85%	11
2025 Q1	$5.42M	Hold	195,888	–	–	3%	9
2024 Q4	$5.55M	Sell	195,888 -44,523	-19%	-$1.27M	2.95%	8
2024 Q3	$6.22M	Buy	240,411 +44,523	+23%	+$1.14M	3.1%	8
2024 Q2	$4.5M	Hold	195,888	–	–	2.31%	14
2024 Q1	$4.77M	Hold	195,888	–	–	2.55%	9
2023 Q4	$5.45M	Hold	195,888	–	–	3.45%	6
2023 Q3	$4.18M	Sell	195,888 -59,523	-23%	-$1.36M	2.9%	8
2023 Q2	$5.85M	Sell	255,411 -1,000	-0.4%	-$23.3K	3.95%	5
2023 Q1	$6.31M	Hold	256,411	–	–	4.14%	4
2022 Q4	$7.55M	Buy	+256,411	New	+$7.94M	5.22%	3

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

FOCUS Wealth Advisors's STEL Position: Q2 2026 in Review

FOCUS Wealth Advisors held its Stellar Bancorp (STEL) position steady in Q2 2026 at 151,926 shares worth $5.97M. The position accounts for 2.77% of the portfolio, ranked #13.

FOCUS Wealth Advisors first reported a position in STEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.55M in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

FOCUS Wealth Advisors held 151,926 shares of Stellar Bancorp worth $5.97M as of Q2 2026.
FOCUS Wealth Advisors left its Stellar Bancorp share count unchanged in Q2 2026.
Stellar Bancorp made up 2.77% of FOCUS Wealth Advisors's portfolio in Q2 2026, its #13 holding.
FOCUS Wealth Advisors first reported a position in Stellar Bancorp in Q4 2022 and has held it in 15 quarters since.
FOCUS Wealth Advisors's Stellar Bancorp position peaked at $7.55M in Q4 2022.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.