Jim Simons
STEL

Jim Simons’s Stellar Bancorp STEL Stock Holding History

Jim Simons’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
Q1 		$5.49M Buy
+149,986
New +$5.38M 0.01% 1330
2023
Q4 		– Sell
-85,596
Closed -$1.82M – 4115
2023
Q3 		$1.82M Buy
85,596
+35,200
+70% +$803K ﹤0.01% 1922
2023
Q2 		$1.15M Buy
50,396
+2,200
+5% +$51.3K ﹤0.01% 2385
2023
Q1 		$1.19M Sell
48,196
-4,914
-9% -$138K ﹤0.01% 2363
2022
Q4 		$1.56M Buy
53,110
+2,300
+5% +$71.2K ﹤0.01% 2234
2022
Q3 		$1.49M Sell
50,810
-12,600
-20% -$379K ﹤0.01% 2238
2022
Q2 		$1.69M Sell
63,410
-13,200
-17% -$373K ﹤0.01% 2315
2022
Q1 		$2.38M Sell
76,610
-46,600
-38% -$1.42M ﹤0.01% 2108
2021
Q4 		$3.57M Buy
123,210
+51,200
+71% +$1.44M ﹤0.01% 1744
2021
Q3 		$1.9M Sell
72,010
-4,100
-5% -$109K ﹤0.01% 2132
2021
Q2 		$2.08M Sell
76,110
-14,500
-16% -$436K ﹤0.01% 2232
2021
Q1 		$2.78M Sell
90,610
-40,022
-31% -$1.15M ﹤0.01% 2008
2020
Q4 		$3.33M Sell
130,632
-71,778
-35% -$1.55M ﹤0.01% 1836
2020
Q3 		$3.31M Buy
202,410
+75,500
+59% +$1.26M ﹤0.01% 1822
2020
Q2 		$2.67M Buy
126,910
+11,700
+10% +$217K ﹤0.01% 2009
2020
Q1 		$2.05M Sell
115,210
-12,090
-9% -$316K ﹤0.01% 2038
2019
Q4 		$3.96M Buy
127,300
+79,000
+164% +$2.32M ﹤0.01% 1999
2019
Q3 		$1.35M Buy
48,300
+35,400
+274% +$1.01M ﹤0.01% 2469
2019
Q2 		$363K Buy
+12,900
New +$382K ﹤0.01% 3107

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jim Simons's STEL Position: Q1 2026 in Review

Jim Simons opened a new position in Stellar Bancorp (STEL) in Q1 2026: 149,986 shares worth $5.49M. The stake represents 0.01% of the portfolio and ranks #1330 among its holdings. This is a return to the name: Jim Simons previously reported a position in STEL as recently as Q3 2023.

Jim Simons first reported a position in STEL in Q2 2019 and has held it in 19 quarters since. 228 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Jim Simons held 149,986 shares of Stellar Bancorp worth $5.49M as of Q1 2026.
  • Stellar Bancorp was a new Jim Simons position in Q1 2026.
  • Stellar Bancorp made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1330 holding.
  • Jim Simons first reported a position in Stellar Bancorp in Q2 2019 and has held it in 19 quarters since.
  • 228 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.