Steward Partners Investment Advisory’s Stellar Bancorp STEL Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-64,748	Closed	-$1.81M	–	4384
2025 Q2	$1.81M	Hold	64,748	–	–	0.01%	747
2025 Q1	$1.79M	Hold	64,748	–	–	0.02%	692
2024 Q4	$1.84M	Hold	64,748	–	–	0.02%	668
2024 Q3	$1.68M	Buy	+64,748	New	+$1.66M	0.02%	683
2023 Q2	–	Sell	-64,748	Closed	-$1.59M	–	3384
2023 Q1	$1.59M	Sell	64,748 -425	-0.7%	-$12K	0.03%	536
2022 Q4	$1.92M	Buy	+65,173	New	+$2.02M	0.03%	461

Other funds holding STEL

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's STEL Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Stellar Bancorp (STEL) in Q3 2025, closing a stake of 64,748 shares — an estimated $1.81M sold.

Steward Partners Investment Advisory first reported a position in STEL in Q4 2022 and held it in 6 quarters. The position peaked at $1.92M in Q4 2022. 191 funds tracked by Wall St. Rank hold STEL as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Stellar Bancorp position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 64,748 Stellar Bancorp shares in Q3 2025, an estimated $1.81M.
Steward Partners Investment Advisory first reported a position in Stellar Bancorp in Q4 2022 and held it in 6 quarters.
Steward Partners Investment Advisory's Stellar Bancorp position peaked at $1.92M in Q4 2022.
191 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.