WI
STEL

WJ Interests’s Stellar Bancorp STEL Stock Holding History

WJ Interests’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
-27,511
Closed -$835K – 23
2025
Q3 		$835K Buy
27,511
+5
+0% +$152 0.34% 14
2025
Q2 		$770K Buy
27,506
+5
+0% +$133 0.33% 13
2025
Q1 		$761K Buy
+27,501
New +$775K 0.35% 13
2024
Q4 		– Sell
-27,490
Closed -$712K – 19
2024
Q3 		$712K Buy
+27,490
New +$706K 0.31% 14
2023
Q4 		– Sell
-50,704
Closed -$1.08M – 14
2023
Q3 		$1.08M Hold
50,704
– – 0.75% 10
2023
Q2 		$1.23M Buy
+50,704
New +$1.18M 0.81% 10
2023
Q1 		– Sell
-50,688
Closed -$1.49M – 52
2022
Q4 		$1.49M Buy
+50,688
New +$1.57M 1.24% 11

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

WJ Interests's STEL Position: Q4 2025 in Review

WJ Interests sold out of Stellar Bancorp (STEL) in Q4 2025, closing a stake of 27,511 shares — an estimated $835K sold.

WJ Interests first reported a position in STEL in Q4 2022 and held it in 7 quarters. The position peaked at $1.49M in Q4 2022. 194 funds tracked by Wall St. Rank hold STEL as of Q4 2025.

  • WJ Interests reported no remaining Stellar Bancorp position as of Q4 2025 after selling out during the quarter.
  • WJ Interests sold 27,511 Stellar Bancorp shares in Q4 2025, an estimated $835K.
  • WJ Interests first reported a position in Stellar Bancorp in Q4 2022 and held it in 7 quarters.
  • WJ Interests's Stellar Bancorp position peaked at $1.49M in Q4 2022.
  • 194 funds tracked by Wall St. Rank held Stellar Bancorp as of Q4 2025.

Based on WJ Interests's 13F filing for Q4 2025, filed 26 Jan 2026.