Rockefeller Capital Management
STEL

Rockefeller Capital Management’s Stellar Bancorp STEL Stock Holding History

Rockefeller Capital Management’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 		$50.8K Buy
1,292
+1,236
+2,207% +$46.5K ﹤0.01% 3365
2026
Q1 		$2.05K Sell
56
-22,304
-100% -$800K ﹤0.01% 4408
2025
Q4 		$692K Sell
22,360
-142
-0.6% -$4.36K ﹤0.01% 1732
2025
Q3 		$683K Sell
22,502
-213
-0.9% -$6.47K ﹤0.01% 1618
2025
Q2 		$636K Buy
22,715
+350
+2% +$9.3K ﹤0.01% 1485
2025
Q1 		$619K Sell
22,365
-22
-0.1% -$620 ﹤0.01% 1420
2024
Q4 		$635K Buy
22,387
+10
+0% +$285 ﹤0.01% 1403
2024
Q3 		$579K Buy
+22,377
New +$575K ﹤0.01% 1391
2023
Q4 		– Sell
-11,097
Closed -$237K – 1596
2023
Q3 		$237K Hold
11,097
– – ﹤0.01% 1454
2023
Q2 		$254K Hold
11,097
– – ﹤0.01% 1569
2023
Q1 		$273K Sell
11,097
-8
-0.1% -$225 ﹤0.01% 1636
2022
Q4 		$327K Buy
+11,105
New +$344K ﹤0.01% 1437

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

Rockefeller Capital Management's STEL Position: Q2 2026 in Review

Rockefeller Capital Management increased its Stellar Bancorp (STEL) stake by 2,207% in Q2 2026, buying an estimated $46.5K and bringing the position to 1,292 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

Rockefeller Capital Management first reported a position in STEL in Q4 2022 and has held it in 12 quarters since. The position peaked at $692K in Q4 2025. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Rockefeller Capital Management held 1,292 shares of Stellar Bancorp worth $50.8K as of Q2 2026.
  • Rockefeller Capital Management bought 1,236 Stellar Bancorp shares in Q2 2026, an estimated $46.5K.
  • Stellar Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3365 holding.
  • Rockefeller Capital Management first reported a position in Stellar Bancorp in Q4 2022 and has held it in 12 quarters since.
  • Rockefeller Capital Management's Stellar Bancorp position peaked at $692K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.