SIS
STEL

Sound Income Strategies’s Stellar Bancorp STEL Stock Holding History

Sound Income Strategies’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 		– Sell
-130
Closed -$4.78K – 2160
2026
Q1 		$4.78K Hold
130
– – ﹤0.01% 1844
2025
Q4 		$4.22K Buy
+130
New +$3.99K ﹤0.01% 1886

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

Sound Income Strategies's STEL Position: Q2 2026 in Review

Sound Income Strategies sold out of Stellar Bancorp (STEL) in Q2 2026, closing a stake of 130 shares — an estimated $4.78K sold.

Sound Income Strategies first reported a position in STEL in Q4 2025 and held it in 2 quarters. The position peaked at $4.78K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Sound Income Strategies reported no remaining Stellar Bancorp position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 130 Stellar Bancorp shares in Q2 2026, an estimated $4.78K.
  • Sound Income Strategies first reported a position in Stellar Bancorp in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Stellar Bancorp position peaked at $4.78K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.