Mendon Capital Advisors’s Stellar Bancorp STEL Stock Holding History

Mendon Capital Advisors’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 Q2	–	Sell	-50,000	Closed	-$1.38M	–	58
2025 Q1	$1.38M	Hold	50,000	–	–	0.64%	44
2024 Q4	$1.42M	Sell	50,000 -25,000	-33%	-$712K	0.7%	35
2024 Q3	$1.94M	Hold	75,000	–	–	1.25%	24
2024 Q2	$1.72M	Sell	75,000 -25,000	-25%	-$567K	0.96%	32
2024 Q1	$2.44M	Sell	100,000 -25,000	-20%	-$622K	1.31%	26
2023 Q4	$3.48M	Buy	+125,000	New	+$3M	1.44%	28
2020 Q2	–	Sell	-39,462	Closed	-$701K	–	66
2020 Q1	$701K	Sell	39,462 -75,893	-66%	-$1.99M	0.34%	41
2019 Q4	$3.59M	Sell	115,355 -1,537	-1%	-$45.1K	0.62%	33
2019 Q3	$3.26M	Sell	116,892 -57,092	-33%	-$1.62M	0.55%	37
2019 Q2	$4.89M	Sell	173,984 -1,754	-1%	-$51.9K	0.77%	34
2019 Q1	$5.71M	Sell	175,738 -2,244	-1%	-$72.5K	0.69%	38
2018 Q4	$5.23M	Buy	177,982 +140,717	+378%	+$4.66M	0.61%	45
2018 Q3	$1.32M	Sell	37,265 -75	-0.2%	-$2.71K	0.12%	89
2018 Q2	$1.23M	Buy	37,340 +1,269	+4%	+$38.6K	0.1%	91
2018 Q1	$1.06M	Buy	36,071 +18,251	+102%	+$525K	0.1%	95
2017 Q4	$529K	Buy	+17,820	New	+$515K	0.05%	98

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 $552B AUM 44.19% 1-Year Est. Return

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

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mendon Capital Advisors's STEL Position: Q2 2025 in Review

Mendon Capital Advisors sold out of Stellar Bancorp (STEL) in Q2 2025, closing a stake of 50,000 shares — an estimated $1.38M sold.

Mendon Capital Advisors first reported a position in STEL in Q4 2017 and held it in 16 quarters. The position peaked at $5.71M in Q1 2019. 183 funds tracked by Wall St. Rank hold STEL as of Q2 2025.

Mendon Capital Advisors reported no remaining Stellar Bancorp position as of Q2 2025 after selling out during the quarter.
Mendon Capital Advisors sold 50,000 Stellar Bancorp shares in Q2 2025, an estimated $1.38M.
Mendon Capital Advisors first reported a position in Stellar Bancorp in Q4 2017 and held it in 16 quarters.
Mendon Capital Advisors's Stellar Bancorp position peaked at $5.71M in Q1 2019.
183 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2025.

Based on Mendon Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.