PWA
STEL

Physician Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Physician Wealth 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
-26
Closed -$720 – 1960
2025
Q1 		$720 Hold
26
– – ﹤0.01% 1268
2024
Q4 		$738 Buy
+26
New +$740 ﹤0.01% 1018

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Physician Wealth Advisors's STEL Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Stellar Bancorp (STEL) in Q2 2025, closing a stake of 26 shares — an estimated $720 sold.

Physician Wealth Advisors first reported a position in STEL in Q4 2024 and held it in 2 quarters. The position peaked at $738 in Q4 2024. 183 funds tracked by Wall St. Rank hold STEL as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Stellar Bancorp position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 26 Stellar Bancorp shares in Q2 2025, an estimated $720.
  • Physician Wealth Advisors first reported a position in Stellar Bancorp in Q4 2024 and held it in 2 quarters.
  • Physician Wealth Advisors's Stellar Bancorp position peaked at $738 in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.