YIH
STEL

Y-Intercept (HK)’s Stellar Bancorp STEL Stock Holding History

Y-Intercept (HK)’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
-9,927
Closed -$307K – 2027
2025
Q4 		$307K Buy
+9,927
New +$305K 0.01% 1364
2024
Q4 		– Sell
-9,822
Closed -$254K – 1632
2024
Q3 		$254K Buy
+9,822
New +$252K 0.02% 1075
2024
Q2 		– Sell
-10,489
Closed -$256K – 1895
2024
Q1 		$256K Buy
+10,489
New +$261K 0.02% 1043

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

Y-Intercept (HK)'s STEL Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Stellar Bancorp (STEL) in Q1 2026, closing a stake of 9,927 shares — an estimated $307K sold.

Y-Intercept (HK) first reported a position in STEL in Q1 2024 and held it in 3 quarters. The position peaked at $307K in Q4 2025. 229 funds tracked by Wall St. Rank hold STEL as of Q1 2026.

  • Y-Intercept (HK) reported no remaining Stellar Bancorp position as of Q1 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 9,927 Stellar Bancorp shares in Q1 2026, an estimated $307K.
  • Y-Intercept (HK) first reported a position in Stellar Bancorp in Q1 2024 and held it in 3 quarters.
  • Y-Intercept (HK)'s Stellar Bancorp position peaked at $307K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.