IFU
STEL

iSAM Funds (UK)’s Stellar Bancorp STEL Stock Holding History

iSAM Funds (UK)’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
2025
Q4 		– Sell
-2,738
Closed -$83.1K – 675
2025
Q3 		$83.1K Buy
+2,738
New +$83.2K 0.02% 519

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

iSAM Funds (UK)'s STEL Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 2,738 shares — an estimated $83.1K sold.

iSAM Funds (UK) first reported a position in STEL in Q3 2025 and held it in 1 quarter. The position peaked at $83.1K in Q3 2025. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • iSAM Funds (UK) reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 2,738 Stellar Bancorp shares in Q4 2025, an estimated $83.1K.
  • iSAM Funds (UK) first reported a position in Stellar Bancorp in Q3 2025 and held it in 1 quarter.
  • iSAM Funds (UK)'s Stellar Bancorp position peaked at $83.1K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.