IA
STEL

IFP Advisors’s Stellar Bancorp STEL Stock Holding History

IFP 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 		$1.89K Sell
48
-40
-45% -$1.51K ﹤0.01% 4259
2026
Q1 		$3.22K Buy
88
+2
+2% +$72 ﹤0.01% 3768
2025
Q4 		$2.66K Buy
86
+36
+72% +$1.11K ﹤0.01% 3727
2025
Q3 		$1.52K Buy
+50
New +$1.52K ﹤0.01% 3798
2025
Q2 		– Sell
-6
Closed -$159 – 3764
2025
Q1 		$166 Hold
6
– – ﹤0.01% 3725
2024
Q4 		$170 Buy
+6
New +$171 ﹤0.01% 3821
2023
Q2 		– Sell
-143
Closed -$4.22K – 3564
2023
Q1 		$4.22K Sell
143
-140
-49% -$3.94K ﹤0.01% 2641
2022
Q4 		$8K Buy
+283
New +$8.76K ﹤0.01% 3555

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

IFP Advisors's STEL Position: Q2 2026 in Review

IFP Advisors reduced its Stellar Bancorp (STEL) stake by 45% in Q2 2026, selling an estimated $1.51K and leaving 48 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4259.

IFP Advisors first reported a position in STEL in Q4 2022 and has held it in 8 quarters since. The position peaked at $8K in Q4 2022. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • IFP Advisors held 48 shares of Stellar Bancorp worth $1.89K as of Q2 2026.
  • IFP Advisors sold 40 Stellar Bancorp shares in Q2 2026, an estimated $1.51K.
  • Stellar Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4259 holding.
  • IFP Advisors first reported a position in Stellar Bancorp in Q4 2022 and has held it in 8 quarters since.
  • IFP Advisors's Stellar Bancorp position peaked at $8K in Q4 2022.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.