Wellington Management Group
STEL

Wellington Management Group’s Stellar Bancorp STEL Stock Holding History

Wellington Management Group’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
-358,521
Closed -$11.1M – 1996
2025
Q4 		$11.1M Sell
358,521
-22,055
-6% -$678K ﹤0.01% 1229
2025
Q3 		$11.5M Sell
380,576
-259,786
-41% -$7.89M ﹤0.01% 1234
2025
Q2 		$17.9M Sell
640,362
-69,567
-10% -$1.85M ﹤0.01% 999
2025
Q1 		$19.6M Sell
709,929
-116,739
-14% -$3.29M ﹤0.01% 953
2024
Q4 		$23.4M Buy
826,668
+139,923
+20% +$3.99M ﹤0.01% 923
2024
Q3 		$17.8M Buy
686,745
+255,626
+59% +$6.56M ﹤0.01% 994
2024
Q2 		$9.9M Buy
431,119
+28,002
+7% +$635K ﹤0.01% 1155
2024
Q1 		$9.82M Sell
403,117
-37,327
-8% -$929K ﹤0.01% 1138
2023
Q4 		$12.3M Sell
440,444
-16,354
-4% -$393K ﹤0.01% 1057
2023
Q3 		$9.74M Buy
456,798
+23,307
+5% +$532K ﹤0.01% 1115
2023
Q2 		$9.92M Buy
433,491
+90,328
+26% +$2.1M ﹤0.01% 1108
2023
Q1 		$8.45M Sell
343,163
-14,326
-4% -$403K ﹤0.01% 1149
2022
Q4 		$10.5M Buy
+357,489
New +$11.1M ﹤0.01% 1075
2021
Q4 		– Sell
-157,671
Closed -$4.16M – 2289
2021
Q3 		$4.16M Buy
157,671
+71,044
+82% +$1.88M ﹤0.01% 1549
2021
Q2 		$2.37M Buy
+86,627
New +$2.61M ﹤0.01% 1643
2021
Q1 		– Sell
-132,420
Closed -$3.38M – 2179
2020
Q4 		$3.38M Buy
+132,420
New +$2.86M ﹤0.01% 1388
2020
Q2 		– Sell
-247,649
Closed -$4.4M – 1962
2020
Q1 		$4.4M Buy
247,649
+139,331
+129% +$3.65M ﹤0.01% 1219
2019
Q4 		$3.37M Buy
+108,318
New +$3.18M ﹤0.01% 1426
2018
Q2 		– Sell
-13,741
Closed -$405K – 2311
2018
Q1 		$405K Sell
13,741
-20,559
-60% -$591K ﹤0.01% 2054
2017
Q4 		$1.02M Buy
+34,300
New +$991K ﹤0.01% 1898

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

Wellington Management Group's STEL Position: Q1 2026 in Review

Wellington Management Group sold out of Stellar Bancorp (STEL) in Q1 2026, closing a stake of 358,521 shares — an estimated $11.1M sold.

Wellington Management Group first reported a position in STEL in Q4 2017 and held it in 20 quarters. The position peaked at $23.4M in Q4 2024. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Wellington Management Group reported no remaining Stellar Bancorp position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 358,521 Stellar Bancorp shares in Q1 2026, an estimated $11.1M.
  • Wellington Management Group first reported a position in Stellar Bancorp in Q4 2017 and held it in 20 quarters.
  • Wellington Management Group's Stellar Bancorp position peaked at $23.4M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.