JWA
STEL

JFS Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

JFS 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 		$394 Buy
+10
New +$377 ﹤0.01% 2006

Other funds holding STEL

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAM
Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Stellar Bancorp (STEL) in Q2 2026: 10 shares worth $394. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings.

46 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • JFS Wealth Advisors held 10 shares of Stellar Bancorp worth $394 as of Q2 2026.
  • Stellar Bancorp was a new JFS Wealth Advisors position in Q2 2026.
  • Stellar Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2006 holding.
  • 46 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.