PWPS
STEL

Pinnacle Wealth Planning Services’s Stellar Bancorp STEL Stock Holding History

Pinnacle Wealth Planning Services’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 		$31.4K Buy
798
+24
+3% +$904 ﹤0.01% 1562
2026
Q1 		$28.3K Buy
774
+34
+5% +$1.22K ﹤0.01% 1516
2025
Q4 		$22.9K Buy
+740
New +$22.7K ﹤0.01% 1652

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's STEL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Stellar Bancorp (STEL) stake by 3.1% in Q2 2026, buying an estimated $904 and bringing the position to 798 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Pinnacle Wealth Planning Services first reported a position in STEL in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 798 shares of Stellar Bancorp worth $31.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 24 Stellar Bancorp shares in Q2 2026, an estimated $904.
  • Stellar Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1562 holding.
  • Pinnacle Wealth Planning Services first reported a position in Stellar Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.