Jones Financial Companies
STEL

Jones Financial Companies’s Stellar Bancorp STEL Stock Holding History

Jones Financial Companies’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 		$164K Buy
4,128
+56
+1% +$2.11K ﹤0.01% 2669
2026
Q1 		$146K Sell
4,072
-385
-9% -$13.8K ﹤0.01% 2515
2025
Q4 		$138K Sell
4,457
-134
-3% -$4.12K ﹤0.01% 2085
2025
Q3 		$140K Buy
4,591
+10
+0.2% +$304 ﹤0.01% 1931
2025
Q2 		$129K Buy
4,581
+2,623
+134% +$69.7K ﹤0.01% 1837
2025
Q1 		$53.9K Buy
1,958
+1,787
+1,045% +$50.3K ﹤0.01% 2028
2024
Q4 		$4.85K Buy
+171
New +$4.87K ﹤0.01% 2763

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

Jones Financial Companies's STEL Position: Q2 2026 in Review

Jones Financial Companies increased its Stellar Bancorp (STEL) stake by 1.4% in Q2 2026, buying an estimated $2.11K and bringing the position to 4,128 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

Jones Financial Companies first reported a position in STEL in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Jones Financial Companies held 4,128 shares of Stellar Bancorp worth $164K as of Q2 2026.
  • Jones Financial Companies bought 56 Stellar Bancorp shares in Q2 2026, an estimated $2.11K.
  • Stellar Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2669 holding.
  • Jones Financial Companies first reported a position in Stellar Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.