BOLTON SECURITIES CORPORATION’s Stellar Bancorp STEL Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$885	Buy	+32	New	+$901	﹤0.01%	1785

Other funds holding STEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's STEL Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Stellar Bancorp (STEL) in Q1 2025: 32 shares worth $885. The stake represents ﹤0.01% of the portfolio and ranks #1785 among its holdings.

190 funds tracked by Wall St. Rank hold STEL as of Q1 2025.

BOLTON SECURITIES CORPORATION held 32 shares of Stellar Bancorp worth $885 as of Q1 2025.
Stellar Bancorp was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Stellar Bancorp made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1785 holding.
190 funds tracked by Wall St. Rank held Stellar Bancorp as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.