Universal-Beteiligungs- und Servicegesellschaft’s Stellar Bancorp STEL Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	-10,984	Closed	-$402K	–	2193
2026 Q1	$402K	Sell	10,984 -43,923	-80%	-$1.57M	﹤0.01%	1787
2025 Q4	$1.7M	Buy	54,907 +1,196	+2%	+$36.7K	﹤0.01%	1311
2025 Q3	$1.63M	Buy	53,711 +2,897	+6%	+$88K	﹤0.01%	1375
2025 Q2	$1.42M	Buy	50,814 +6,080	+14%	+$162K	﹤0.01%	1383
2025 Q1	$1.24M	Buy	+44,734	New	+$1.26M	﹤0.01%	1391

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's STEL Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Stellar Bancorp (STEL) in Q2 2026, closing a stake of 10,984 shares — an estimated $402K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in STEL in Q1 2025 and held it in 5 quarters. The position peaked at $1.7M in Q4 2025. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft reported no remaining Stellar Bancorp position as of Q2 2026 after selling out during the quarter.
Universal-Beteiligungs- und Servicegesellschaft sold 10,984 Stellar Bancorp shares in Q2 2026, an estimated $402K.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Stellar Bancorp in Q1 2025 and held it in 5 quarters.
Universal-Beteiligungs- und Servicegesellschaft's Stellar Bancorp position peaked at $1.7M in Q4 2025.
211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.