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STEL

Stellar Bancorp

Delisted

STEL was delisted on the 30th of June, 2026.

84 hedge funds and large institutions have $263M invested in Stellar Bancorp in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 37.04%39.25% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

3% less funds holding

Funds holding: 8784 (-3)

6% less capital invested

Capital invested by funds: $280M → $263M (-$16.4M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
28
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.4M -$610K -20,253 -1%
FCM
2
FJ Capital Management
Virginia
$36.5M +$1.23M +40,800 +3%
Luther King Capital Management (LKCM)
3
Luther King Capital Management (LKCM)
Texas
$33.6M
IWC
4
Integrated Wealth Concepts
Massachusetts
$25.2M +$13.2M +439,036 +91%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.7M -$2.49M -82,761 -8%
State Street
6
State Street
Massachusetts
$10.8M +$1.34M +44,662 +13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.84M +$737K +24,478 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.53M +$202K +6,699 +2%
CG
9
Clarus Group
Texas
$5.98M +$149K +4,960 +2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$5.79M -$36.1K -1,200 -0.6%
Northern Trust
11
Northern Trust
Illinois
$5.26M +$1.08K +36 +0%
RA
12
Royce & Associates
New York
$4.4M +$4.85M +161,223 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$4.33M +$3.27M +108,595 +218%
Charles Schwab
14
Charles Schwab
California
$3.48M +$83K +2,759 +2%
AWE
15
Avidian Wealth Enterprises
Texas
$2.68M -$482K -16,000 -14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.63M -$195K -6,477 -6%
EC
17
EJF Capital
Virginia
$2.52M +$95.3K +3,165 +4%
Goldman Sachs
18
Goldman Sachs
New York
$2.4M +$520K +17,277 +25%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$2.37M +$2.61M +86,627 New
Nuveen
20
Nuveen
North Carolina
$2.19M -$50.4K -1,676 -2%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$2.16M +$7.65K +254 +0.3%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.08M -$436K -14,500 -16%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.04M -$31.3K -1,041 -1%
ATC
24
Argent Trust Co
Tennessee
$1.97M -$45.2K -1,500 -2%
FHC
25
Forest Hill Capital
Arkansas
$1.63M +$1.79M +59,583 New

STEL Hedge Fund Activity: Q2 2021 in Review

84 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q2 2021, worth a combined $263M — down 5.9% from $280M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of STEL and 4 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 28 added.

The largest buyer was Integrated Wealth Concepts, adding an estimated $13.2M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $3.5M sold.

  • 84 institutional investors held Stellar Bancorp (STEL) as of Q2 2021, down from 87 in Q1 2021.
  • Funds reported $263M of Stellar Bancorp stock for Q2 2021, down 5.9% quarter-over-quarter.
  • 4 funds opened new Stellar Bancorp positions in Q2 2021 and 7 closed out, a net change of -3 holders.
  • The largest Stellar Bancorp buyer in Q2 2021 was Integrated Wealth Concepts, an estimated $13.2M added.
  • The largest Stellar Bancorp seller in Q2 2021 was Elizabeth Park Capital Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2021.