TPWA
STEL

Twin Peaks Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-42
Closed -$1.54K – 1936
2026
Q1 		$1.54K Buy
+42
New +$1.51K ﹤0.01% 1791
2025
Q3 		– Sell
-189
Closed -$5.54K – 1861
2025
Q2 		$5.54K Buy
+189
New +$5.02K ﹤0.01% 1269

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

Twin Peaks Wealth Advisors's STEL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Stellar Bancorp (STEL) in Q2 2026, closing a stake of 42 shares — an estimated $1.54K sold.

Twin Peaks Wealth Advisors first reported a position in STEL in Q2 2025 and held it in 2 quarters. The position peaked at $5.54K in Q2 2025. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Stellar Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 42 Stellar Bancorp shares in Q2 2026, an estimated $1.54K.
  • Twin Peaks Wealth Advisors first reported a position in Stellar Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Stellar Bancorp position peaked at $5.54K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.