SFMG Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

SFMG Wealth 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	$989K	Buy	25,159 +3	+0%	+$113	0.06%	130
2026 Q1	$921K	Buy	25,156 +3	+0%	+$108	0.06%	119
2025 Q4	$778K	Sell	25,153 -1,997	-7%	-$61.4K	0.05%	134
2025 Q3	$824K	Sell	27,150 -6,073	-18%	-$185K	0.06%	120
2025 Q2	$930K	Buy	33,223 +12	+0%	+$319	0.07%	111
2025 Q1	$919K	Buy	33,211 +2,500	+8%	+$70.4K	0.07%	105
2024 Q4	$871K	Hold	30,711	–	–	0.07%	106
2024 Q3	$795K	Sell	30,711 -2,000	-6%	-$51.4K	0.06%	108
2024 Q2	$751K	Hold	32,711	–	–	0.07%	108
2024 Q1	$797K	Hold	32,711	–	–	0.07%	103
2023 Q4	$911K	Sell	32,711 -567	-2%	-$13.6K	0.08%	92
2023 Q3	$709K	Hold	33,278	–	–	0.07%	100
2023 Q2	$762K	Hold	33,278	–	–	0.08%	100
2023 Q1	$819K	Hold	33,278	–	–	0.09%	95
2022 Q4	$980K	Hold	33,278	–	–	0.11%	90
2022 Q3	$917K	Buy	33,278 +4,822	+17%	+$145K	0.11%	92
2022 Q2	$757K	Hold	28,456	–	–	0.09%	98
2022 Q1	$882K	Hold	28,456	–	–	0.09%	97
2021 Q4	$825K	Hold	28,456	–	–	0.08%	113
2021 Q3	$751K	Hold	28,456	–	–	0.08%	108
2021 Q2	$777K	Hold	28,456	–	–	0.09%	105
2021 Q1	$874K	Hold	28,456	–	–	0.1%	98
2020 Q4	$726K	Hold	28,456	–	–	0.09%	104
2020 Q3	$465K	Hold	28,456	–	–	0.06%	112
2020 Q2	$598K	Hold	28,456	–	–	0.09%	86
2020 Q1	$506K	Sell	28,456 -3,258	-10%	-$85.2K	0.08%	74
2019 Q4	$987K	Hold	31,714	–	–	0.12%	65
2019 Q3	$884K	Hold	31,714	–	–	0.12%	58
2019 Q2	$976K	Hold	31,714	–	–	0.13%	51
2019 Q1	$1.03M	Hold	31,714	–	–	0.15%	43
2018 Q4	$932K	Hold	31,714	–	–	0.15%	44
2018 Q3	$1.04M	Sell	31,714 -5,600	-15%	-$203K	0.16%	41
2018 Q2	$1.23M	Buy	+37,314	New	+$1.14M	0.2%	37

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

SFMG Wealth Advisors's STEL Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Stellar Bancorp (STEL) stake by 0.01% in Q2 2026, buying an estimated $113 and bringing the position to 25,159 shares worth $989K. The position accounts for 0.06% of the portfolio, ranked #130.

SFMG Wealth Advisors first reported a position in STEL in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.23M in Q2 2018. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

SFMG Wealth Advisors held 25,159 shares of Stellar Bancorp worth $989K as of Q2 2026.
SFMG Wealth Advisors bought 3 Stellar Bancorp shares in Q2 2026, an estimated $113.
Stellar Bancorp made up 0.06% of SFMG Wealth Advisors's portfolio in Q2 2026, its #130 holding.
SFMG Wealth Advisors first reported a position in Stellar Bancorp in Q2 2018 and has held it in 33 quarters since.
SFMG Wealth Advisors's Stellar Bancorp position peaked at $1.23M in Q2 2018.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.