IWC
STEL

Integrated Wealth Concepts’s Stellar Bancorp STEL Stock Holding History

Integrated Wealth Concepts’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 		$1.37M Sell
34,832
-148
-0.4% -$5.57K 0.01% 1153
2026
Q1 		$1.28M Buy
34,980
+349
+1% +$12.5K 0.01% 980
2025
Q4 		$1.07M Sell
34,631
-192
-0.6% -$5.9K 0.01% 744
2025
Q3 		$1.06M Buy
34,823
+82
+0.2% +$2.49K 0.01% 947
2025
Q2 		$972K Buy
34,741
+304
+0.9% +$8.08K 0.01% 929
2025
Q1 		$953K Buy
34,437
+341
+1% +$9.61K 0.01% 851
2024
Q4 		$967K Sell
34,096
-81,850
-71% -$2.33M 0.01% 825
2024
Q3 		$3M Sell
115,946
-142,750
-55% -$3.67M 0.04% 425
2024
Q2 		$5.94M Hold
258,696
– – 0.08% 232
2024
Q1 		$6.3M Hold
258,696
– – 0.09% 232
2023
Q4 		$7.2M Hold
258,696
– – 0.12% 187
2023
Q3 		$5.52M Hold
258,696
– – 0.1% 213
2023
Q2 		$5.92M Hold
258,696
– – 0.1% 209
2023
Q1 		$6.37M Hold
258,696
– – 0.13% 168
2022
Q4 		$7.62M Buy
+258,696
New +$8.01M 0.21% 101
2022
Q3 		– Sell
-335,940
Closed -$8.93M – 1012
2022
Q2 		$8.93M Hold
335,940
– – 0.28% 78
2022
Q1 		$10.4M Sell
335,940
-182,733
-35% -$5.56M 0.32% 67
2021
Q4 		$15M Sell
518,673
-403,456
-44% -$11.4M 0.45% 52
2021
Q3 		$24.3M Sell
922,129
-280
-0% -$7.43K 0.79% 28
2021
Q2 		$25.2M Buy
922,409
+439,036
+91% +$13.2M 0.89% 26
2021
Q1 		$14.8M Sell
483,373
-451,787
-48% -$13M 0.61% 40
2020
Q4 		$23.9M Hold
935,160
– – 1.13% 24
2020
Q3 		$15.3M Buy
+935,160
New +$15.6M 0.94% 28

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

Integrated Wealth Concepts's STEL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Stellar Bancorp (STEL) stake by 0.42% in Q2 2026, selling an estimated $5.57K and leaving 34,832 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1153.

Integrated Wealth Concepts first reported a position in STEL in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.2M in Q2 2021. 212 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Integrated Wealth Concepts held 34,832 shares of Stellar Bancorp worth $1.37M as of Q2 2026.
  • Integrated Wealth Concepts sold 148 Stellar Bancorp shares in Q2 2026, an estimated $5.57K.
  • Stellar Bancorp made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1153 holding.
  • Integrated Wealth Concepts first reported a position in Stellar Bancorp in Q3 2020 and has held it in 23 quarters since.
  • Integrated Wealth Concepts's Stellar Bancorp position peaked at $25.2M in Q2 2021.
  • 212 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.