Icon Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Icon 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	$436K	Hold	11,088	–	–	0.03%	290
2026 Q1	$414K	Sell	11,088 -22,667	-67%	-$813K	0.03%	275
2025 Q4	$1.04M	Hold	33,755	–	–	0.07%	171
2025 Q3	$1.02M	Hold	33,755	–	–	0.07%	179
2025 Q2	$944K	Hold	33,755	–	–	0.07%	176
2025 Q1	$934K	Buy	33,755 +20,540	+155%	+$579K	0.08%	154
2024 Q4	$375K	Hold	13,215	–	–	0.03%	262
2024 Q3	$342K	Hold	13,215	–	–	0.03%	272
2024 Q2	$362K	Sell	13,215 -2,560	-16%	-$58.1K	0.03%	251
2024 Q1	$384K	Hold	15,775	–	–	0.04%	239
2023 Q4	$439K	Buy	+15,775	New	+$379K	0.05%	209
2022 Q4	$540K	Buy	18,335 +13,215	+258%	+$409K	0.06%	184
2022 Q3	$150K	Buy	+5,120	New	+$154K	0.02%	336

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

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

Icon Wealth Advisors held its Stellar Bancorp (STEL) position steady in Q2 2026 at 11,088 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #290.

Icon Wealth Advisors first reported a position in STEL in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.04M in Q4 2025. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Icon Wealth Advisors held 11,088 shares of Stellar Bancorp worth $436K as of Q2 2026.
Icon Wealth Advisors left its Stellar Bancorp share count unchanged in Q2 2026.
Stellar Bancorp made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #290 holding.
Icon Wealth Advisors first reported a position in Stellar Bancorp in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Stellar Bancorp position peaked at $1.04M in Q4 2025.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.