WFA
STEL

Wipfli Financial Advisors’s Stellar Bancorp STEL Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$2K Buy
+66
New +$1.99K ﹤0.01% 2320

Other funds holding STEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

Wipfli Financial Advisors's STEL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Stellar Bancorp (STEL) in Q3 2022: 66 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2320 among its holdings.

111 funds tracked by Wall St. Rank hold STEL as of Q3 2022.

  • Wipfli Financial Advisors held 66 shares of Stellar Bancorp worth $2K as of Q3 2022.
  • Stellar Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
  • Stellar Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2320 holding.
  • 111 funds tracked by Wall St. Rank held Stellar Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.