PIS
STEL

POM Investment Strategies’s Stellar Bancorp STEL Stock Holding History

POM Investment Strategies’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
Q1 		– Sell
-297
Closed -$8.43K – 352
2024
Q4 		$8.43K Hold
297
– – 0.01% 179
2024
Q3 		$7.7K Buy
297
+1
+0.3% +$26 0.01% 152
2024
Q2 		$6.79K Buy
296
+3
+1% +$68 0.01% 210
2024
Q1 		$7.13K Buy
293
+2
+0.7% +$50 0.01% 128
2023
Q4 		$8.11K Buy
+291
New +$6.99K 0.01% 117

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

POM Investment Strategies's STEL Position: Q1 2025 in Review

POM Investment Strategies sold out of Stellar Bancorp (STEL) in Q1 2025, closing a stake of 297 shares — an estimated $8.43K sold.

POM Investment Strategies first reported a position in STEL in Q4 2023 and held it in 5 quarters. The position peaked at $8.43K in Q4 2024. 189 funds tracked by Wall St. Rank hold STEL as of Q1 2025.

  • POM Investment Strategies reported no remaining Stellar Bancorp position as of Q1 2025 after selling out during the quarter.
  • POM Investment Strategies sold 297 Stellar Bancorp shares in Q1 2025, an estimated $8.43K.
  • POM Investment Strategies first reported a position in Stellar Bancorp in Q4 2023 and held it in 5 quarters.
  • POM Investment Strategies's Stellar Bancorp position peaked at $8.43K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2025.

Based on POM Investment Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.