Sheets Smith Wealth Management’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-16,470
| Closed | -$648K | – | 415 |
|
|
2026
Q2 | $648K | Buy |
16,470
+374
| +2% | +$14.1K | 0.06% | 269 |
|
|
2026
Q1 | $589K | Buy |
16,096
+11
| +0.1% | +$394 | 0.07% | 263 |
|
|
2025
Q4 | $498K | Buy |
16,085
+14
| +0.1% | +$430 | 0.05% | 274 |
|
|
2025
Q3 | $488K | Buy |
16,071
+252
| +2% | +$7.66K | 0.06% | 284 |
|
|
2025
Q2 | $443K | Buy |
15,819
+328
| +2% | +$8.72K | 0.05% | 298 |
|
|
2025
Q1 | $428K | Buy |
15,491
+663
| +4% | +$18.7K | 0.05% | 268 |
|
|
2024
Q4 | $420K | Buy |
14,828
+507
| +4% | +$14.4K | 0.05% | 284 |
|
|
2024
Q3 | $371K | Buy |
14,321
+75
| +0.5% | +$1.93K | 0.05% | 290 |
|
|
2024
Q2 | $327K | Buy |
14,246
+11
| +0.1% | +$250 | 0.04% | 304 |
|
|
2024
Q1 | $347K | Sell |
14,235
-1,187
| -8% | -$29.5K | 0.04% | 304 |
|
|
2023
Q4 | $429K | Buy |
15,422
+730
| +5% | +$17.5K | 0.06% | 237 |
|
|
2023
Q3 | $313K | Buy |
14,692
+403
| +3% | +$9.2K | 0.05% | 270 |
|
|
2023
Q2 | $327K | Sell |
14,289
-775
| -5% | -$18.1K | 0.05% | 267 |
|
|
2023
Q1 | $371K | Buy |
15,064
+4
| +0% | +$113 | 0.06% | 235 |
|
|
2022
Q4 | $444K | Buy |
+15,060
| New | +$466K | 0.07% | 212 |
|
Sheets Smith Wealth Management's STEL Position: Q3 2026 in Review
Sheets Smith Wealth Management sold out of Stellar Bancorp (STEL) in Q3 2026, closing a stake of 16,470 shares — an estimated $648K sold.
Sheets Smith Wealth Management first reported a position in STEL in Q4 2022 and held it in 15 quarters. The position peaked at $648K in Q2 2026. 0 funds tracked by Wall St. Rank hold STEL as of Q3 2026.
- Sheets Smith Wealth Management reported no remaining Stellar Bancorp position as of Q3 2026 after selling out during the quarter.
- Sheets Smith Wealth Management sold 16,470 Stellar Bancorp shares in Q3 2026, an estimated $648K.
- Sheets Smith Wealth Management first reported a position in Stellar Bancorp in Q4 2022 and held it in 15 quarters.
- Sheets Smith Wealth Management's Stellar Bancorp position peaked at $648K in Q2 2026.
- 0 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.