LAM
STEL

Lummis Asset Management’s Stellar Bancorp STEL Stock Holding History

Lummis Asset Management’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 		$7.86K Hold
200
– – ﹤0.01% 135
2026
Q1 		$7.32K Hold
200
– – ﹤0.01% 134
2025
Q4 		$6.19K Hold
200
– – ﹤0.01% 133
2025
Q3 		$6.07K Hold
200
– – ﹤0.01% 128
2025
Q2 		$5.6K Hold
200
– – ﹤0.01% 128
2025
Q1 		$5.53K Hold
200
– – ﹤0.01% 131
2024
Q4 		$5.67K Hold
200
– – 0.01% 103
2024
Q3 		$5.18K Hold
200
– – 0.01% 111
2024
Q2 		$4.59K Hold
200
– – 0.01% 115
2024
Q1 		$4.87K Hold
200
– – 0.01% 114
2023
Q4 		$5.57K Buy
+200
New +$4.8K ﹤0.01% 131

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

Lummis Asset Management's STEL Position: Q2 2026 in Review

Lummis Asset Management held its Stellar Bancorp (STEL) position steady in Q2 2026 at 200 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Lummis Asset Management first reported a position in STEL in Q4 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Lummis Asset Management held 200 shares of Stellar Bancorp worth $7.86K as of Q2 2026.
  • Lummis Asset Management left its Stellar Bancorp share count unchanged in Q2 2026.
  • Stellar Bancorp made up ﹤0.01% of Lummis Asset Management's portfolio in Q2 2026, its #135 holding.
  • Lummis Asset Management first reported a position in Stellar Bancorp in Q4 2023 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.