NYLIM
STEL

New York Life Investment Management’s Stellar Bancorp STEL Stock Holding History

New York Life Investment 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 		– Sell
-95,213
Closed -$3.49M – 825
2026
Q1 		$3.49M Buy
+95,213
New +$3.41M 0.03% 414
2024
Q2 		– Sell
-15,148
Closed -$369K – 1265
2024
Q1 		$369K Buy
+15,148
New +$377K ﹤0.01% 1004
2023
Q1 		– Sell
-18,296
Closed -$539K – 1380
2022
Q4 		$539K Buy
18,296
+2,057
+13% +$63.7K 0.01% 865
2022
Q3 		$475K Buy
16,239
+1,196
+8% +$36K 0.01% 786
2022
Q2 		$400K Buy
+15,043
New +$425K ﹤0.01% 967

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 $3.38T AUM 44.17% 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

New York Life Investment Management's STEL Position: Q2 2026 in Review

New York Life Investment Management sold out of Stellar Bancorp (STEL) in Q2 2026, closing a stake of 95,213 shares — an estimated $3.49M sold.

New York Life Investment Management first reported a position in STEL in Q2 2022 and held it in 5 quarters. The position peaked at $3.49M in Q1 2026. 213 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • New York Life Investment Management reported no remaining Stellar Bancorp position as of Q2 2026 after selling out during the quarter.
  • New York Life Investment Management sold 95,213 Stellar Bancorp shares in Q2 2026, an estimated $3.49M.
  • New York Life Investment Management first reported a position in Stellar Bancorp in Q2 2022 and held it in 5 quarters.
  • New York Life Investment Management's Stellar Bancorp position peaked at $3.49M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.