GM
STEL

GeoWealth Management’s Stellar Bancorp STEL Stock Holding History

GeoWealth Management’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
2025
Q2 		– Sell
-11
Closed -$304 – 1285
2025
Q1 		$304 Sell
11
-9
-45% -$254 ﹤0.01% 1047
2024
Q4 		$567 Buy
+20
New +$570 ﹤0.01% 1724

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GeoWealth Management's STEL Position: Q2 2025 in Review

GeoWealth Management sold out of Stellar Bancorp (STEL) in Q2 2025, closing a stake of 11 shares — an estimated $304 sold.

GeoWealth Management first reported a position in STEL in Q4 2024 and held it in 2 quarters. The position peaked at $567 in Q4 2024. 183 funds tracked by Wall St. Rank hold STEL as of Q2 2025.

  • GeoWealth Management reported no remaining Stellar Bancorp position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 11 Stellar Bancorp shares in Q2 2025, an estimated $304.
  • GeoWealth Management first reported a position in Stellar Bancorp in Q4 2024 and held it in 2 quarters.
  • GeoWealth Management's Stellar Bancorp position peaked at $567 in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.