Harrell Investment Partners’s Stellar Bancorp STEL Stock Holding History

Harrell Investment Partners’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	$241K	Sell	6,140 -300	-5%	-$11.3K	0.05%	138
2026 Q1	$236K	Sell	6,440 -1,000	-13%	-$35.9K	0.06%	135
2025 Q4	$230K	Sell	7,440 -500	-6%	-$15.4K	0.05%	122
2025 Q3	$241K	Sell	7,940 -4,900	-38%	-$149K	0.06%	116
2025 Q2	$359K	Hold	12,840	–	–	0.09%	107
2025 Q1	$355K	Hold	12,840	–	–	0.11%	82
2024 Q4	$364K	Hold	12,840	–	–	0.1%	78
2024 Q3	$332K	Hold	12,840	–	–	0.09%	79
2024 Q2	$295K	Sell	12,840 -1,200	-9%	-$27.2K	0.09%	82
2024 Q1	$342K	Hold	14,040	–	–	0.1%	77
2023 Q4	$391K	Hold	14,040	–	–	0.12%	77
2023 Q3	$297K	Hold	14,040	–	–	0.1%	83
2023 Q2	$321K	Hold	14,040	–	–	0.11%	78
2023 Q1	$414K	Hold	14,040	–	–	0.15%	73
2022 Q4	$414K	Hold	14,040	–	–	0.16%	70
2022 Q3	$411K	Hold	14,040	–	–	0.17%	74
2022 Q2	$373K	Hold	14,040	–	–	0.15%	78
2022 Q1	$435K	Sell	14,040 -15,300	-52%	-$466K	0.15%	81
2021 Q4	$851K	Sell	29,340 -760	-3%	-$21.4K	0.26%	68
2021 Q3	$794K	Hold	30,100	–	–	0.26%	73
2021 Q2	$822K	Hold	30,100	–	–	0.27%	70
2021 Q1	$925K	Buy	+30,100	New	+$866K	0.33%	69

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

Harrell Investment Partners's STEL Position: Q2 2026 in Review

Harrell Investment Partners reduced its Stellar Bancorp (STEL) stake by 4.7% in Q2 2026, selling an estimated $11.3K and leaving 6,140 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #138.

Harrell Investment Partners first reported a position in STEL in Q1 2021 and has held it in 22 quarters since. The position peaked at $925K in Q1 2021. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Harrell Investment Partners held 6,140 shares of Stellar Bancorp worth $241K as of Q2 2026.
Harrell Investment Partners sold 300 Stellar Bancorp shares in Q2 2026, an estimated $11.3K.
Stellar Bancorp made up 0.05% of Harrell Investment Partners's portfolio in Q2 2026, its #138 holding.
Harrell Investment Partners first reported a position in Stellar Bancorp in Q1 2021 and has held it in 22 quarters since.
Harrell Investment Partners's Stellar Bancorp position peaked at $925K in Q1 2021.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.