SFI
STEL

Susquehanna Fundamental Investments’s Stellar Bancorp STEL Stock Holding History

Susquehanna Fundamental Investments’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
Q2 		– Sell
-9,174
Closed -$254K – 988
2025
Q1 		$254K Sell
9,174
-513
-5% -$14.5K ﹤0.01% 971
2024
Q4 		$275K Buy
+9,687
New +$276K ﹤0.01% 960
2023
Q1 		– Sell
-9,930
Closed -$293K – 1100
2022
Q4 		$293K Sell
9,930
-2,518
-20% -$78K 0.01% 1001
2022
Q3 		$364K Buy
+12,448
New +$374K 0.01% 1105

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
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)
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna Fundamental Investments's STEL Position: Q2 2025 in Review

Susquehanna Fundamental Investments sold out of Stellar Bancorp (STEL) in Q2 2025, closing a stake of 9,174 shares — an estimated $254K sold.

Susquehanna Fundamental Investments first reported a position in STEL in Q3 2022 and held it in 4 quarters. The position peaked at $364K in Q3 2022. 183 funds tracked by Wall St. Rank hold STEL as of Q2 2025.

  • Susquehanna Fundamental Investments reported no remaining Stellar Bancorp position as of Q2 2025 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 9,174 Stellar Bancorp shares in Q2 2025, an estimated $254K.
  • Susquehanna Fundamental Investments first reported a position in Stellar Bancorp in Q3 2022 and held it in 4 quarters.
  • Susquehanna Fundamental Investments's Stellar Bancorp position peaked at $364K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2025, filed 14 Aug 2025.