IF
STEL

Intrua Financial’s Stellar Bancorp STEL Stock Holding History

Intrua Financial’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
2024
Q2 		– Sell
-8,510
Closed -$207K – 431
2024
Q1 		$207K Hold
8,510
– – 0.03% 396
2023
Q4 		$237K Buy
+8,510
New +$204K 0.03% 361

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Intrua Financial's STEL Position: Q2 2024 in Review

Intrua Financial sold out of Stellar Bancorp (STEL) in Q2 2024, closing a stake of 8,510 shares — an estimated $207K sold.

Intrua Financial first reported a position in STEL in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 163 funds tracked by Wall St. Rank hold STEL as of Q2 2024.

  • Intrua Financial reported no remaining Stellar Bancorp position as of Q2 2024 after selling out during the quarter.
  • Intrua Financial sold 8,510 Stellar Bancorp shares in Q2 2024, an estimated $207K.
  • Intrua Financial first reported a position in Stellar Bancorp in Q4 2023 and held it in 2 quarters.
  • Intrua Financial's Stellar Bancorp position peaked at $237K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2024.

Based on Intrua Financial's 13F filing for Q2 2024, filed 28 May 2025.