TWD
STEL

True Wealth Design’s Stellar Bancorp STEL Stock Holding History

True Wealth Design’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
Q2 		$905 Sell
23
-126
-85% -$4.75K ﹤0.01% 2023
2026
Q1 		$5.46K Buy
149
+3
+2% +$108 ﹤0.01% 1174
2025
Q4 		$4.52K Buy
146
+1
+0.7% +$31 ﹤0.01% 1131
2025
Q3 		$4.4K Hold
145
– – ﹤0.01% 1129
2025
Q2 		$4.06K Buy
145
+123
+559% +$3.27K ﹤0.01% 891
2025
Q1 		$609 Buy
+22
New +$620 ﹤0.01% 1469

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

True Wealth Design's STEL Position: Q2 2026 in Review

True Wealth Design reduced its Stellar Bancorp (STEL) stake by 85% in Q2 2026, selling an estimated $4.75K and leaving 23 shares worth $905. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

True Wealth Design first reported a position in STEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.46K in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • True Wealth Design held 23 shares of Stellar Bancorp worth $905 as of Q2 2026.
  • True Wealth Design sold 126 Stellar Bancorp shares in Q2 2026, an estimated $4.75K.
  • Stellar Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2023 holding.
  • True Wealth Design first reported a position in Stellar Bancorp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Stellar Bancorp position peaked at $5.46K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.