RBA
STEL

Richard Bernstein Advisors’s Stellar Bancorp STEL Stock Holding History

Richard Bernstein 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
-114,177
Closed -$3.16M – 242
2025
Q1 		$3.16M Sell
114,177
-4,492
-4% -$127K 0.08% 139
2024
Q4 		$3.36M Hold
118,669
– – 0.08% 145
2024
Q3 		$3.07M Hold
118,669
– – 0.07% 163
2024
Q2 		$2.72M Buy
118,669
+21
+0% +$476 0.06% 172
2024
Q1 		$2.89M Hold
118,648
– – 0.06% 172
2023
Q4 		$3.3M Buy
118,648
+72
+0.1% +$1.73K 0.07% 112
2023
Q3 		$2.53M Buy
+118,576
New +$2.71M 0.06% 165

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Richard Bernstein Advisors's STEL Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Stellar Bancorp (STEL) in Q2 2025, closing a stake of 114,177 shares — an estimated $3.16M sold.

Richard Bernstein Advisors first reported a position in STEL in Q3 2023 and held it in 7 quarters. The position peaked at $3.36M in Q4 2024. 183 funds tracked by Wall St. Rank hold STEL as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Stellar Bancorp position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 114,177 Stellar Bancorp shares in Q2 2025, an estimated $3.16M.
  • Richard Bernstein Advisors first reported a position in Stellar Bancorp in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's Stellar Bancorp position peaked at $3.36M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.