Lindbrook Capital’s Stellar Bancorp STEL Stock Holding History

Lindbrook Capital’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 Q1	$21.9K	Hold	792	–	–	﹤0.01%	1311
2024 Q4	$22.5K	Hold	792	–	–	﹤0.01%	1219
2024 Q3	$20.5K	Hold	792	–	–	﹤0.01%	1289
2024 Q2	$18.2K	Buy	792 +728	+1,138%	+$16.5K	﹤0.01%	1298
2024 Q1	$1.56K	Hold	64	–	–	﹤0.01%	2319
2023 Q4	$1.78K	Buy	64 +34	+113%	+$816	﹤0.01%	2299
2023 Q3	$640	Sell	30 -14	-32%	-$319	﹤0.01%	2472
2023 Q2	$1.01K	Sell	44 -47	-52%	-$1.09K	﹤0.01%	2369
2023 Q1	$2.24K	Buy	+91	New	+$2.56K	﹤0.01%	2198
2022 Q4	–	Sell	-62	Closed	-$2K	–	3000
2022 Q3	$2K	Buy	+62	New	+$1.86K	﹤0.01%	2146
2022 Q2	–	Sell	-22	Closed	-$1K	–	2755
2022 Q1	$1K	Buy	+22	New	+$669	﹤0.01%	2360

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's STEL Position: Q1 2025 in Review

Lindbrook Capital held its Stellar Bancorp (STEL) position steady in Q1 2025 at 792 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Lindbrook Capital first reported a position in STEL in Q1 2022 and has held it in 11 quarters since. The position peaked at $22.5K in Q4 2024. 189 funds tracked by Wall St. Rank hold STEL as of Q1 2025.

Lindbrook Capital held 792 shares of Stellar Bancorp worth $21.9K as of Q1 2025.
Lindbrook Capital left its Stellar Bancorp share count unchanged in Q1 2025.
Stellar Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1311 holding.
Lindbrook Capital first reported a position in Stellar Bancorp in Q1 2022 and has held it in 11 quarters since.
Lindbrook Capital's Stellar Bancorp position peaked at $22.5K in Q4 2024.
189 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.