PMFA
STEL

Plante Moran Financial Advisors’s Stellar Bancorp STEL Stock Holding History

Plante Moran Financial 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 		$117K Buy
2,985
+15
+0.5% +$565 0.01% 229
2026
Q1 		$109K Hold
2,970
– – 0.01% 216
2025
Q4 		$91.9K Hold
2,970
– – 0.01% 241
2025
Q3 		$90.1K Hold
2,970
– – 0.01% 257
2025
Q2 		$83.1K Hold
2,970
– – 0.01% 266
2025
Q1 		$82.2K Hold
2,970
– – 0.01% 271
2024
Q4 		$84.2K Sell
2,970
-2,005
-40% -$57.1K 0.01% 280
2024
Q3 		$129K Hold
4,975
– – 0.01% 237
2024
Q2 		$114K Hold
4,975
– – 0.01% 229
2024
Q1 		$121K Hold
4,975
– – 0.01% 226
2023
Q4 		$139K Hold
4,975
– – 0.01% 213
2023
Q3 		$106K Buy
+4,975
New +$114K 0.01% 221

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

Plante Moran Financial Advisors's STEL Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Stellar Bancorp (STEL) stake by 0.51% in Q2 2026, buying an estimated $565 and bringing the position to 2,985 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #229.

Plante Moran Financial Advisors first reported a position in STEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $139K in Q4 2023. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Plante Moran Financial Advisors held 2,985 shares of Stellar Bancorp worth $117K as of Q2 2026.
  • Plante Moran Financial Advisors bought 15 Stellar Bancorp shares in Q2 2026, an estimated $565.
  • Stellar Bancorp made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • Plante Moran Financial Advisors first reported a position in Stellar Bancorp in Q3 2023 and has held it in 12 quarters since.
  • Plante Moran Financial Advisors's Stellar Bancorp position peaked at $139K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.