LPL Financial
STEL

LPL Financial’s Stellar Bancorp STEL Stock Holding History

LPL 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
2026
Q2 		$518K Hold
13,180
– – ﹤0.01% 4986
2026
Q1 		$483K Hold
13,180
– – ﹤0.01% 4782
2025
Q4 		$408K Buy
13,180
+18
+0.1% +$553 ﹤0.01% 4906
2025
Q3 		$399K Buy
+13,162
New +$400K ﹤0.01% 4814
2025
Q2 		– Sell
-13,351
Closed -$369K – 5674
2025
Q1 		$369K Sell
13,351
-178
-1% -$5.01K ﹤0.01% 4431
2024
Q4 		$384K Buy
+13,529
New +$385K ﹤0.01% 4321

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

LPL Financial's STEL Position: Q2 2026 in Review

LPL Financial held its Stellar Bancorp (STEL) position steady in Q2 2026 at 13,180 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #4986.

LPL Financial first reported a position in STEL in Q4 2024 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • LPL Financial held 13,180 shares of Stellar Bancorp worth $518K as of Q2 2026.
  • LPL Financial left its Stellar Bancorp share count unchanged in Q2 2026.
  • Stellar Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4986 holding.
  • LPL Financial first reported a position in Stellar Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.