SS
STEL

Sunbelt Securities’s Stellar Bancorp STEL Stock Holding History

Sunbelt Securities’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
Q1 		$249K Hold
6,808
– – 0.02% 576
2025
Q4 		$211K Hold
6,808
– – 0.01% 623
2025
Q3 		$207K Sell
6,808
-27,693
-80% -$842K 0.01% 629
2025
Q2 		$978K Buy
34,501
+16,783
+95% +$446K 0.09% 204
2025
Q1 		$490K Sell
17,718
-16,783
-49% -$473K 0.04% 334
2024
Q4 		$978K Buy
34,501
+28,129
+441% +$801K 0.09% 204
2024
Q3 		$165K Buy
6,372
+1,042
+20% +$26.8K 0.02% 649
2024
Q2 		$122K Hold
5,330
– – 0.01% 690
2024
Q1 		$130K Hold
5,330
– – 0.01% 654
2023
Q4 		$148K Hold
5,330
– – 0.02% 569
2023
Q3 		$114K Hold
5,330
– – 0.02% 620
2023
Q2 		$122K Hold
5,330
– – 0.02% 590
2023
Q1 		$131K Buy
+5,330
New +$150K 0.02% 519
2022
Q1 		– Sell
-126,150
Closed -$3.85M – 483
2021
Q4 		$3.85M Buy
126,150
+86,918
+222% +$2.45M 0.62% 40
2021
Q3 		$1.11M Hold
39,232
– – 0.2% 131
2021
Q2 		$1.11M Buy
39,232
+45
+0.1% +$1.35K 0.2% 131
2021
Q1 		$1.2M Buy
39,187
+19
+0% +$547 0.24% 111
2020
Q4 		$999K Buy
+39,168
New +$845K 0.21% 119
2020
Q1 		– Sell
-206,833
Closed -$6.44M – 621
2019
Q4 		$6.44M Buy
206,833
+24
+0% +$704 0.68% 28
2019
Q3 		$5.77M Buy
+206,809
New +$5.88M 0.65% 30
2018
Q3 		– Sell
-8,815
Closed -$291K – 229
2018
Q2 		$291K Buy
8,815
+15
+0.2% +$457 0.17% 165
2018
Q1 		$259K Buy
+8,800
New +$253K 0.24% 146

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunbelt Securities's STEL Position: Q1 2026 in Review

Sunbelt Securities held its Stellar Bancorp (STEL) position steady in Q1 2026 at 6,808 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #576.

Sunbelt Securities first reported a position in STEL in Q1 2018 and has held it in 22 quarters since. The position peaked at $6.44M in Q4 2019. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Sunbelt Securities held 6,808 shares of Stellar Bancorp worth $249K as of Q1 2026.
  • Sunbelt Securities left its Stellar Bancorp share count unchanged in Q1 2026.
  • Stellar Bancorp made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #576 holding.
  • Sunbelt Securities first reported a position in Stellar Bancorp in Q1 2018 and has held it in 22 quarters since.
  • Sunbelt Securities's Stellar Bancorp position peaked at $6.44M in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.