Oxbow Advisors’s Stellar Bancorp STEL Stock Holding History

Oxbow 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
2026 Q2	$1.12M	Hold	28,368	–	–	0.09%	143
2026 Q1	$1.04M	Hold	28,368	–	–	0.09%	136
2025 Q4	$878K	Sell	28,368 -2,096	-7%	-$64.4K	0.08%	143
2025 Q3	$924K	Hold	30,464	–	–	0.09%	130
2025 Q2	$852K	Hold	30,464	–	–	0.09%	120
2025 Q1	$843K	Hold	30,464	–	–	0.09%	117
2024 Q4	$864K	Hold	30,464	–	–	0.1%	116
2024 Q3	$789K	Buy	30,464 +2,096	+7%	+$53.8K	0.08%	113
2024 Q2	$651K	Hold	28,368	–	–	0.08%	119
2024 Q1	$691K	Hold	28,368	–	–	0.09%	105
2023 Q4	$790K	Hold	28,368	–	–	0.12%	100
2023 Q3	$605K	Hold	28,368	–	–	0.1%	110
2023 Q2	$649K	Buy	+28,368	New	+$661K	0.1%	110

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Oxbow Advisors's STEL Position: Q2 2026 in Review

Oxbow Advisors held its Stellar Bancorp (STEL) position steady in Q2 2026 at 28,368 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #143.

Oxbow Advisors first reported a position in STEL in Q2 2023 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Oxbow Advisors held 28,368 shares of Stellar Bancorp worth $1.12M as of Q2 2026.
Oxbow Advisors left its Stellar Bancorp share count unchanged in Q2 2026.
Stellar Bancorp made up 0.09% of Oxbow Advisors's portfolio in Q2 2026, its #143 holding.
Oxbow Advisors first reported a position in Stellar Bancorp in Q2 2023 and has held it in 13 quarters since.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.