MG
STEL

Mather Group’s Stellar Bancorp STEL Stock Holding History

Mather Group’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 		$196K Buy
4,979
+19
+0.4% +$716 ﹤0.01% 770
2026
Q1 		$182K Buy
+4,960
New +$178K ﹤0.01% 757
2025
Q4 		– Sell
-4,916
Closed -$149K – 1526
2025
Q3 		$149K Buy
+4,916
New +$149K ﹤0.01% 685
2025
Q2 		– Sell
-4,869
Closed -$135K – 1588
2025
Q1 		$135K Buy
4,869
+24
+0.5% +$676 ﹤0.01% 690
2024
Q4 		$137K Buy
4,845
+24
+0.5% +$684 ﹤0.01% 671
2024
Q3 		$125K Buy
4,821
+78
+2% +$2K ﹤0.01% 690
2024
Q2 		$116K Buy
4,743
+22
+0.5% +$499 ﹤0.01% 770
2024
Q1 		$131K Buy
+4,721
New +$117K ﹤0.01% 631

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

Mather Group's STEL Position: Q2 2026 in Review

Mather Group increased its Stellar Bancorp (STEL) stake by 0.38% in Q2 2026, buying an estimated $716 and bringing the position to 4,979 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Mather Group first reported a position in STEL in Q1 2024 and has held it in 8 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Mather Group held 4,979 shares of Stellar Bancorp worth $196K as of Q2 2026.
  • Mather Group bought 19 Stellar Bancorp shares in Q2 2026, an estimated $716.
  • Stellar Bancorp made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #770 holding.
  • Mather Group first reported a position in Stellar Bancorp in Q1 2024 and has held it in 8 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.