WPC
STEL

Waters Parkerson & Co’s Stellar Bancorp STEL Stock Holding History

Waters Parkerson & Co’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 		– Sell
-8,000
Closed -$248K – 193
2025
Q4 		$248K Hold
8,000
– – 0.01% 176
2025
Q3 		$243K Hold
8,000
– – 0.01% 170
2025
Q2 		$224K Hold
8,000
– – 0.01% 176
2025
Q1 		$221K Hold
8,000
– – 0.01% 176
2024
Q4 		$227K Buy
+8,000
New +$228K 0.01% 168

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

Waters Parkerson & Co's STEL Position: Q1 2026 in Review

Waters Parkerson & Co sold out of Stellar Bancorp (STEL) in Q1 2026, closing a stake of 8,000 shares — an estimated $248K sold.

Waters Parkerson & Co first reported a position in STEL in Q4 2024 and held it in 5 quarters. The position peaked at $248K in Q4 2025. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Waters Parkerson & Co reported no remaining Stellar Bancorp position as of Q1 2026 after selling out during the quarter.
  • Waters Parkerson & Co sold 8,000 Stellar Bancorp shares in Q1 2026, an estimated $248K.
  • Waters Parkerson & Co first reported a position in Stellar Bancorp in Q4 2024 and held it in 5 quarters.
  • Waters Parkerson & Co's Stellar Bancorp position peaked at $248K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Waters Parkerson & Co's 13F filing for Q1 2026, filed 29 Apr 2026.