SF
STEL

Symphony Financial’s Stellar Bancorp STEL Stock Holding History

Symphony Financial’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
Q1 		– Sell
-8,250
Closed -$234K – 203
2024
Q4 		$234K Hold
8,250
– – 0.04% 203
2024
Q3 		$210K Sell
8,250
-1,250
-13% -$32.1K 0.03% 213
2024
Q2 		$211K Hold
9,500
– – 0.04% 199
2024
Q1 		$231K Hold
9,500
– – 0.05% 172
2023
Q4 		$245K Buy
+9,500
New +$228K 0.05% 177
2023
Q3 		– Sell
-12,080
Closed -$281K – 186
2023
Q2 		$281K Hold
12,080
– – 0.07% 157
2023
Q1 		$297K Hold
12,080
– – 0.08% 175
2022
Q4 		$347K Buy
+12,080
New +$374K 0.09% 160

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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Symphony Financial's STEL Position: Q1 2025 in Review

Symphony Financial sold out of Stellar Bancorp (STEL) in Q1 2025, closing a stake of 8,250 shares — an estimated $234K sold.

Symphony Financial first reported a position in STEL in Q4 2022 and held it in 8 quarters. The position peaked at $347K in Q4 2022. 189 funds tracked by Wall St. Rank hold STEL as of Q1 2025.

  • Symphony Financial reported no remaining Stellar Bancorp position as of Q1 2025 after selling out during the quarter.
  • Symphony Financial sold 8,250 Stellar Bancorp shares in Q1 2025, an estimated $234K.
  • Symphony Financial first reported a position in Stellar Bancorp in Q4 2022 and held it in 8 quarters.
  • Symphony Financial's Stellar Bancorp position peaked at $347K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2025.

Based on Symphony Financial's 13F filing for Q1 2025, filed 23 Apr 2025.