Sequoia Financial Advisors’s Stellar Bancorp STEL Stock Holding History

Sequoia Financial 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
2026 Q2	$331K	Buy	+8,427	New	+$317K	﹤0.01%	1607

Other funds holding STEL

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

Beaumont Asset Management Beaumont, Texas $257M AUM 20.53% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $655M AUM

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Sequoia Financial Advisors's STEL Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Stellar Bancorp (STEL) in Q2 2026: 8,427 shares worth $331K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

35 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Sequoia Financial Advisors held 8,427 shares of Stellar Bancorp worth $331K as of Q2 2026.
Stellar Bancorp was a new Sequoia Financial Advisors position in Q2 2026.
Stellar Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1607 holding.
35 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.