RFP
STEL

Root Financial Partners’s Stellar Bancorp STEL Stock Holding History

Root Financial 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 		– Sell
-80
Closed -$2.93K – 2819
2026
Q1 		$2.93K Buy
+80
New +$2.87K ﹤0.01% 2162

Other funds holding STEL

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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

Root Financial Partners's STEL Position: Q2 2026 in Review

Root Financial Partners sold out of Stellar Bancorp (STEL) in Q2 2026, closing a stake of 80 shares — an estimated $2.93K sold.

Root Financial Partners first reported a position in STEL in Q1 2026 and held it in 1 quarter. The position peaked at $2.93K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Root Financial Partners reported no remaining Stellar Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 80 Stellar Bancorp shares in Q2 2026, an estimated $2.93K.
  • Root Financial Partners first reported a position in Stellar Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Stellar Bancorp position peaked at $2.93K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.