MTC
STEL

McDaniel Terry & Co’s Stellar Bancorp STEL Stock Holding History

McDaniel Terry & Co’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 		$1.83M Hold
46,419
– – 0.14% 40
2026
Q1 		$1.7M Hold
46,419
– – 0.14% 45
2025
Q4 		$1.44M Hold
46,419
– – 0.13% 46
2025
Q3 		$1.41M Hold
46,419
– – 0.11% 49
2025
Q2 		$1.3M Hold
46,419
– – 0.11% 52
2025
Q1 		$1.28M Hold
46,419
– – 0.11% 50
2024
Q4 		$1.32M Buy
+46,419
New +$1.32M 0.11% 47

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

McDaniel Terry & Co's STEL Position: Q2 2026 in Review

McDaniel Terry & Co held its Stellar Bancorp (STEL) position steady in Q2 2026 at 46,419 shares worth $1.83M. The position accounts for 0.14% of the portfolio, ranked #40.

McDaniel Terry & Co first reported a position in STEL in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • McDaniel Terry & Co held 46,419 shares of Stellar Bancorp worth $1.83M as of Q2 2026.
  • McDaniel Terry & Co left its Stellar Bancorp share count unchanged in Q2 2026.
  • Stellar Bancorp made up 0.14% of McDaniel Terry & Co's portfolio in Q2 2026, its #40 holding.
  • McDaniel Terry & Co first reported a position in Stellar Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 213 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.