Precedent Wealth Partners’s Stellar Bancorp STEL Stock Holding History

Precedent Wealth Partners’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	$539K	Sell	13,717 -1,621	-11%	-$61K	0.09%	142
2026 Q1	$562K	Hold	15,338	–	–	0.11%	122
2025 Q4	$475K	Sell	15,338 -662	-4%	-$20.3K	0.1%	128
2025 Q3	$485K	Hold	16,000	–	–	0.11%	128
2025 Q2	$448K	Hold	16,000	–	–	0.11%	128
2025 Q1	$443K	Hold	16,000	–	–	0.12%	125
2024 Q4	$454K	Hold	16,000	–	–	0.15%	119
2024 Q3	$414K	Hold	16,000	–	–	0.14%	115
2024 Q2	$367K	Hold	16,000	–	–	0.15%	111
2024 Q1	$390K	Hold	16,000	–	–	0.17%	106
2023 Q4	$445K	Buy	+16,000	New	+$384K	0.23%	94

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

Precedent Wealth Partners's STEL Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Stellar Bancorp (STEL) stake by 11% in Q2 2026, selling an estimated $61K and leaving 13,717 shares worth $539K. The position accounts for 0.09% of the portfolio, ranked #142.

Precedent Wealth Partners first reported a position in STEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $562K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Precedent Wealth Partners held 13,717 shares of Stellar Bancorp worth $539K as of Q2 2026.
Precedent Wealth Partners sold 1,621 Stellar Bancorp shares in Q2 2026, an estimated $61K.
Stellar Bancorp made up 0.09% of Precedent Wealth Partners's portfolio in Q2 2026, its #142 holding.
Precedent Wealth Partners first reported a position in Stellar Bancorp in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's Stellar Bancorp position peaked at $562K in Q1 2026.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.