JF
STEL

Jump Financial’s Stellar Bancorp STEL Stock Holding History

Jump 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
-9,805
Closed -$239K – 2237
2024
Q1 		$239K Buy
+9,805
New +$244K 0.01% 1568
2023
Q1 		– Sell
-12,400
Closed -$365K – 2039
2022
Q4 		$365K Sell
12,400
-500
-4% -$15.5K 0.02% 920
2022
Q3 		$377K Buy
12,900
+2,452
+23% +$73.7K 0.01% 1026
2022
Q2 		$278K Sell
10,448
-7,252
-41% -$205K 0.01% 1110
2022
Q1 		$549K Buy
17,700
+8,000
+82% +$243K 0.02% 769
2021
Q4 		$281K Buy
+9,700
New +$274K 0.02% 922

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

Jump Financial's STEL Position: Q2 2024 in Review

Jump Financial sold out of Stellar Bancorp (STEL) in Q2 2024, closing a stake of 9,805 shares — an estimated $239K sold.

Jump Financial first reported a position in STEL in Q4 2021 and held it in 6 quarters. The position peaked at $549K in Q1 2022. 163 funds tracked by Wall St. Rank hold STEL as of Q2 2024.

  • Jump Financial reported no remaining Stellar Bancorp position as of Q2 2024 after selling out during the quarter.
  • Jump Financial sold 9,805 Stellar Bancorp shares in Q2 2024, an estimated $239K.
  • Jump Financial first reported a position in Stellar Bancorp in Q4 2021 and held it in 6 quarters.
  • Jump Financial's Stellar Bancorp position peaked at $549K in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2024.

Based on Jump Financial's 13F filing for Q2 2024, filed 14 Aug 2024.