RIL
STEL

Rothschild Investment LLC’s Stellar Bancorp STEL Stock Holding History

Rothschild Investment LLC’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 		$2.44K Sell
62
-46
-43% -$1.73K ﹤0.01% 2675
2026
Q1 		$3.95K Buy
108
+27
+33% +$968 ﹤0.01% 2180
2025
Q4 		$2.51K Buy
81
+16
+25% +$492 ﹤0.01% 2252
2025
Q3 		$1.97K Sell
65
-20
-24% -$608 ﹤0.01% 2242
2025
Q2 		$2.38K Hold
85
– – ﹤0.01% 1953
2025
Q1 		$2.35K Buy
85
+20
+31% +$563 ﹤0.01% 1791
2024
Q4 		$1.84K Buy
65
+20
+44% +$570 ﹤0.01% 1851
2024
Q3 		$1.17K Buy
45
+35
+350% +$899 ﹤0.01% 2062
2024
Q2 		$230 Buy
10
+5
+100% +$113 ﹤0.01% 2437
2024
Q1 		$122 Buy
+5
New +$124 ﹤0.01% 2089

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

Rothschild Investment LLC's STEL Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Stellar Bancorp (STEL) stake by 43% in Q2 2026, selling an estimated $1.73K and leaving 62 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Rothschild Investment LLC first reported a position in STEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.95K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Rothschild Investment LLC held 62 shares of Stellar Bancorp worth $2.44K as of Q2 2026.
  • Rothschild Investment LLC sold 46 Stellar Bancorp shares in Q2 2026, an estimated $1.73K.
  • Stellar Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2675 holding.
  • Rothschild Investment LLC first reported a position in Stellar Bancorp in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Stellar Bancorp position peaked at $3.95K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.