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STEL

Stellar Bancorp

Delisted

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

153 hedge funds and large institutions have $631M invested in Stellar Bancorp in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 151153 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.2% less ownership

Funds ownership: 51.86%51.65% (-0.2%)

7% less capital invested

Capital invested by funds: $675M → $631M (-$44.5M)

14% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 58

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
50
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$171M +$3.93M +168,710 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.4M -$1.41M -60,536 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.9M -$1.81M -77,728 -4%
State Street
4
State Street
Massachusetts
$41.8M +$1.24M +53,381 +3%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$29.3M +$1.08M +46,248 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.3M +$797K +34,213 +4%
Northern Trust
7
Northern Trust
Illinois
$18.3M -$1.4M -60,020 -7%
SCA
8
Stieven Capital Advisors
Missouri
$13.1M -$6.99K -300 -0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10M -$146K -6,286 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$9.92M +$2.1M +90,328 +26%
KCM
11
Kennedy Capital Management
Missouri
$8.55M -$121K -5,200 -1%
Charles Schwab
12
Charles Schwab
California
$8.22M +$463K +19,887 +6%
Morgan Stanley
13
Morgan Stanley
New York
$7.61M -$723K -31,028 -9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$6.58M +$665K +28,534 +11%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.46M +$6.58M +282,464 New
Truist Financial
16
Truist Financial
North Carolina
$6.25M
FCM
17
FJ Capital Management
Virginia
$5.99M -$6.65M -285,307 -52%
IWC
18
Integrated Wealth Concepts
Massachusetts
$5.92M
Principal Financial Group
19
Principal Financial Group
Iowa
$5.9M -$327K -14,051 -5%
FWA
20
FOCUS Wealth Advisors
Texas
$5.85M -$23.3K -1,000 -0.4%
Invesco
21
Invesco
Georgia
$5.79M -$3.23M -138,519 -35%
BCM
22
Basswood Capital Management
New York
$5.67M -$2.78M -119,108 -32%
CHJWM
23
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.59M -$19.4K -831 -0.4%
Nuveen
24
Nuveen
North Carolina
$5.44M +$1.77M +75,777 +47%
Victory Capital Management
25
Victory Capital Management
Texas
$4.86M +$4.58M +196,410 +1,233%

STEL Hedge Fund Activity: Q2 2023 in Review

153 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Stellar Bancorp (STEL) for Q2 2023, worth a combined $631M — down 6.6% from $675M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STEL positions and 16 closed out — a net gain of 2 holders — while 50 added to existing stakes and 58 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $6.58M. The largest seller was FJ Capital Management, cutting an estimated $6.65M.

  • 153 institutional investors held Stellar Bancorp (STEL) as of Q2 2023, up from 151 in Q1 2023.
  • Funds reported $631M of Stellar Bancorp stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 18 funds opened new Stellar Bancorp positions in Q2 2023 and 16 closed out, a net change of +2 holders.
  • The largest Stellar Bancorp buyer in Q2 2023 was HighTower Advisors, an estimated $6.58M added.
  • The largest Stellar Bancorp seller in Q2 2023 was FJ Capital Management, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2023.