USCWA
STEL

U.S. Capital Wealth Advisors’s Stellar Bancorp STEL Stock Holding History

U.S. Capital 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
Q1 		$597K Sell
16,304
-2,400
-13% -$86.1K 0.02% 643
2025
Q4 		$579K Sell
18,704
-600
-3% -$18.4K 0.02% 624
2025
Q3 		$586K Sell
19,304
-4,801
-20% -$146K 0.02% 593
2025
Q2 		$674K Hold
24,105
– – 0.02% 529
2025
Q1 		$667K Buy
24,105
+14,503
+151% +$409K 0.02% 515
2024
Q4 		$272K Buy
+9,602
New +$273K 0.01% 710
2024
Q2 		– Sell
-28,500
Closed -$694K – 709
2024
Q1 		$694K Buy
+28,500
New +$709K 0.03% 407

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's STEL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Stellar Bancorp (STEL) stake by 13% in Q1 2026, selling an estimated $86.1K and leaving 16,304 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #643.

U.S. Capital Wealth Advisors first reported a position in STEL in Q1 2024 and has held it in 7 quarters since. The position peaked at $694K in Q1 2024. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • U.S. Capital Wealth Advisors held 16,304 shares of Stellar Bancorp worth $597K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 2,400 Stellar Bancorp shares in Q1 2026, an estimated $86.1K.
  • Stellar Bancorp made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #643 holding.
  • U.S. Capital Wealth Advisors first reported a position in Stellar Bancorp in Q1 2024 and has held it in 7 quarters since.
  • U.S. Capital Wealth Advisors's Stellar Bancorp position peaked at $694K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.