SSWM
STEL

Sheets Smith Wealth Management’s Stellar Bancorp STEL Stock Holding History

Sheets Smith Wealth Management’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 		$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

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

Sheets Smith Wealth Management's STEL Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Stellar Bancorp (STEL) stake by 2.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 16,470 shares worth $648K. The position accounts for 0.06% of the portfolio, ranked #269.

Sheets Smith Wealth Management first reported a position in STEL in Q4 2022 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Sheets Smith Wealth Management held 16,470 shares of Stellar Bancorp worth $648K as of Q2 2026.
  • Sheets Smith Wealth Management bought 374 Stellar Bancorp shares in Q2 2026, an estimated $14.1K.
  • Stellar Bancorp made up 0.06% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #269 holding.
  • Sheets Smith Wealth Management first reported a position in Stellar Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 212 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.