WIC
STEL

Water Island Capital’s Stellar Bancorp STEL Stock Holding History

Water Island Capital’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 		$15.1M Sell
383,227
-48,004
-11% -$1.81M 1.4% 27
2026
Q1 		$15.8M Buy
+431,231
New +$15.5M 1.76% 20

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

Water Island Capital's STEL Position: Q2 2026 in Review

Water Island Capital reduced its Stellar Bancorp (STEL) stake by 11% in Q2 2026, selling an estimated $1.81M and leaving 383,227 shares worth $15.1M. The position accounts for 1.4% of the portfolio, ranked #27.

Water Island Capital first reported a position in STEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $15.8M in Q1 2026. 211 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

  • Water Island Capital held 383,227 shares of Stellar Bancorp worth $15.1M as of Q2 2026.
  • Water Island Capital sold 48,004 Stellar Bancorp shares in Q2 2026, an estimated $1.81M.
  • Stellar Bancorp made up 1.4% of Water Island Capital's portfolio in Q2 2026, its #27 holding.
  • Water Island Capital first reported a position in Stellar Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Water Island Capital's Stellar Bancorp position peaked at $15.8M in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Water Island Capital's 13F filing for Q2 2026, filed 14 Aug 2026.