WANY
STEL

Wealthspire Advisors (New York)’s Stellar Bancorp STEL Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-81
Closed -$2.46K – 2655
2025
Q3 		$2.46K Buy
+81
New +$2.46K ﹤0.01% 2553

Other funds holding STEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s STEL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 81 shares — an estimated $2.46K sold.

Wealthspire Advisors (New York) first reported a position in STEL in Q3 2025 and held it in 1 quarter. The position peaked at $2.46K in Q3 2025. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 81 Stellar Bancorp shares in Q4 2025, an estimated $2.46K.
  • Wealthspire Advisors (New York) first reported a position in Stellar Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Stellar Bancorp position peaked at $2.46K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.