Wealth Enhancement Trust Services’s Stellar Bancorp STEL Stock Holding History

Wealth Enhancement Trust Services’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	$39	Buy	+1	New	+$38	﹤0.01%	1463

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

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

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

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $449M AUM 51.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealth Enhancement Trust Services's STEL Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Stellar Bancorp (STEL) in Q2 2026: 1 share worth $39. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

124 funds tracked by Wall St. Rank hold STEL as of Q2 2026.

Wealth Enhancement Trust Services held 1 share of Stellar Bancorp worth $39 as of Q2 2026.
Stellar Bancorp was a new Wealth Enhancement Trust Services position in Q2 2026.
Stellar Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1463 holding.
124 funds tracked by Wall St. Rank held Stellar Bancorp as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.