Vident Advisory’s Stellar Bancorp STEL Stock Holding History

Vident Advisory’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
2025 Q3	–	Sell	-7,214	Closed	-$202K	–	1731
2025 Q2	$202K	Buy	+7,214	New	+$192K	﹤0.01%	1502

Other funds holding STEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vident Advisory's STEL Position: Q3 2025 in Review

Vident Advisory sold out of Stellar Bancorp (STEL) in Q3 2025, closing a stake of 7,214 shares — an estimated $202K sold.

Vident Advisory first reported a position in STEL in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 191 funds tracked by Wall St. Rank hold STEL as of Q3 2025.

Vident Advisory reported no remaining Stellar Bancorp position as of Q3 2025 after selling out during the quarter.
Vident Advisory sold 7,214 Stellar Bancorp shares in Q3 2025, an estimated $202K.
Vident Advisory first reported a position in Stellar Bancorp in Q2 2025 and held it in 1 quarter.
Vident Advisory's Stellar Bancorp position peaked at $202K in Q2 2025.
191 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2025.

Based on Vident Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.