FIA
STEL

Foundations Investment Advisors’s Stellar Bancorp STEL Stock Holding History

Foundations Investment 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 		$362K Hold
9,208
– – ﹤0.01% 887
2026
Q1 		$337K Hold
9,208
– – ﹤0.01% 863
2025
Q4 		$285K Hold
9,208
– – ﹤0.01% 914
2025
Q3 		$279K Sell
9,208
-95
-1% -$2.89K ﹤0.01% 879
2025
Q2 		$260K Buy
9,303
+95
+1% +$2.52K ﹤0.01% 791
2025
Q1 		$255K Buy
+9,208
New +$259K ﹤0.01% 761

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

Foundations Investment Advisors's STEL Position: Q2 2026 in Review

Foundations Investment Advisors held its Stellar Bancorp (STEL) position steady in Q2 2026 at 9,208 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Foundations Investment Advisors first reported a position in STEL in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Foundations Investment Advisors held 9,208 shares of Stellar Bancorp worth $362K as of Q2 2026.
  • Foundations Investment Advisors left its Stellar Bancorp share count unchanged in Q2 2026.
  • Stellar Bancorp made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #887 holding.
  • Foundations Investment Advisors first reported a position in Stellar Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.