UBS AM
STEL

UBS AM’s Stellar Bancorp STEL Stock Holding History

UBS AM’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 		$3.88M Sell
98,749
-21,492
-18% -$809K ﹤0.01% 1729
2026
Q1 		$4.4M Buy
120,241
+35,969
+43% +$1.29M ﹤0.01% 1621
2025
Q4 		$2.61M Buy
84,272
+8,050
+11% +$247K ﹤0.01% 1773
2025
Q3 		$2.31M Sell
76,222
-61,211
-45% -$1.86M ﹤0.01% 1689
2025
Q2 		$3.85M Buy
137,433
+50,898
+59% +$1.35M ﹤0.01% 1827
2025
Q1 		$2.39M Buy
86,535
+15,115
+21% +$426K ﹤0.01% 1901
2024
Q4 		$2.02M Buy
71,420
+10,210
+17% +$291K ﹤0.01% 2040
2024
Q3 		$1.58M Sell
61,210
-1,508
-2% -$38.7K ﹤0.01% 2162
2024
Q2 		$1.44M Buy
62,718
+19,947
+47% +$453K ﹤0.01% 2171
2024
Q1 		$1.04M Hold
42,771
– – ﹤0.01% 1992
2023
Q4 		$1.19M Sell
42,771
-367
-0.9% -$8.81K ﹤0.01% 1932
2023
Q3 		$920K Buy
43,138
+1,986
+5% +$45.3K ﹤0.01% 1998
2023
Q2 		$1.01M Hold
41,152
– – ﹤0.01% 1999
2023
Q1 		$1.01M Buy
41,152
+1,639
+4% +$46.1K ﹤0.01% 1999
2022
Q4 		$1.16M Buy
39,513
+27,508
+229% +$852K ﹤0.01% 1784
2022
Q3 		$351K Hold
12,005
– – ﹤0.01% 2465
2022
Q2 		$319K Hold
12,005
– – ﹤0.01% 2464
2022
Q1 		$372K Hold
12,005
– – ﹤0.01% 2546
2021
Q4 		$348K Buy
+12,005
New +$339K ﹤0.01% 2650

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

UBS AM's STEL Position: Q2 2026 in Review

UBS AM reduced its Stellar Bancorp (STEL) stake by 18% in Q2 2026, selling an estimated $809K and leaving 98,749 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

UBS AM first reported a position in STEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.4M in Q1 2026. 213 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • UBS AM held 98,749 shares of Stellar Bancorp worth $3.88M as of Q2 2026.
  • UBS AM sold 21,492 Stellar Bancorp shares in Q2 2026, an estimated $809K.
  • Stellar Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1729 holding.
  • UBS AM first reported a position in Stellar Bancorp in Q4 2021 and has held it in 19 quarters since.
  • UBS AM's Stellar Bancorp position peaked at $4.4M in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.