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STEL

NewEdge Advisors’s Stellar Bancorp STEL Stock Holding History

NewEdge 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
2024
Q4 		– Sell
-133,117
Closed -$3.45M – 4021
2024
Q3 		$3.45M Sell
133,117
-30,002
-18% -$770K 0.02% 596
2024
Q2 		$3.75M Buy
163,119
+2
+0% +$45 0.03% 537
2024
Q1 		$3.97M Hold
163,117
– – 0.03% 460
2023
Q4 		$4.33M Sell
163,117
-800
-0.5% -$19.2K 0.04% 399
2023
Q3 		$3.49M Sell
163,917
-41,180
-20% -$940K 0.04% 411
2023
Q2 		$4.69M Hold
205,097
– – 0.05% 334
2023
Q1 		$5.05M Hold
205,097
– – 0.06% 301
2022
Q4 		$6.04M Buy
+205,097
New +$6.35M 0.16% 134

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

NewEdge Advisors's STEL Position: Q4 2024 in Review

NewEdge Advisors sold out of Stellar Bancorp (STEL) in Q4 2024, closing a stake of 133,117 shares — an estimated $3.45M sold.

NewEdge Advisors first reported a position in STEL in Q4 2022 and held it in 8 quarters. The position peaked at $6.04M in Q4 2022. 180 funds tracked by Wall St. Rank hold STEL as of Q4 2024.

  • NewEdge Advisors reported no remaining Stellar Bancorp position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 133,117 Stellar Bancorp shares in Q4 2024, an estimated $3.45M.
  • NewEdge Advisors first reported a position in Stellar Bancorp in Q4 2022 and held it in 8 quarters.
  • NewEdge Advisors's Stellar Bancorp position peaked at $6.04M in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.