SSG
STEL

Summit Securities Group’s Stellar Bancorp STEL Stock Holding History

Summit Securities Group’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
-1,608
Closed -$45K – 1339
2025
Q2 		$45K Buy
+1,608
New +$42.7K 0.01% 543

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's STEL Position: Q3 2025 in Review

Summit Securities Group sold out of Stellar Bancorp (STEL) in Q3 2025, closing a stake of 1,608 shares — an estimated $45K sold.

Summit Securities Group first reported a position in STEL in Q2 2025 and held it in 1 quarter. The position peaked at $45K in Q2 2025. 191 funds tracked by Wall St. Rank hold STEL as of Q3 2025.

  • Summit Securities Group reported no remaining Stellar Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,608 Stellar Bancorp shares in Q3 2025, an estimated $45K.
  • Summit Securities Group first reported a position in Stellar Bancorp in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Stellar Bancorp position peaked at $45K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.