SPS
STEL

Susquehanna Portfolio Strategies’s Stellar Bancorp STEL Stock Holding History

Susquehanna Portfolio 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
2024
Q4 		– Sell
-28,604
Closed -$741K – 292
2024
Q3 		$741K Sell
28,604
-4,902
-15% -$126K 0.05% 222
2024
Q2 		$769K Hold
33,506
– – 0.03% 320
2024
Q1 		$816K Hold
33,506
– – 0.02% 499
2023
Q4 		$933K Buy
+33,506
New +$804K 0.02% 618

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna Portfolio Strategies's STEL Position: Q4 2024 in Review

Susquehanna Portfolio Strategies sold out of Stellar Bancorp (STEL) in Q4 2024, closing a stake of 28,604 shares — an estimated $741K sold.

Susquehanna Portfolio Strategies first reported a position in STEL in Q4 2023 and held it in 4 quarters. The position peaked at $933K in Q4 2023. 180 funds tracked by Wall St. Rank hold STEL as of Q4 2024.

  • Susquehanna Portfolio Strategies reported no remaining Stellar Bancorp position as of Q4 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 28,604 Stellar Bancorp shares in Q4 2024, an estimated $741K.
  • Susquehanna Portfolio Strategies first reported a position in Stellar Bancorp in Q4 2023 and held it in 4 quarters.
  • Susquehanna Portfolio Strategies's Stellar Bancorp position peaked at $933K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.